PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$8.95M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.32M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.45M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.51%
2 Technology 8.86%
3 Consumer Staples 7.93%
4 Financials 6.9%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$2K ﹤0.01%
+75
902
$2K ﹤0.01%
+19
903
$2K ﹤0.01%
+23
904
$2K ﹤0.01%
+142
905
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+35
906
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+35
907
$2K ﹤0.01%
+71
908
$2K ﹤0.01%
+28
909
$2K ﹤0.01%
+11
910
$2K ﹤0.01%
+79
911
$2K ﹤0.01%
+81
912
$2K ﹤0.01%
+35
913
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+20
914
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+32
915
$2K ﹤0.01%
+11
916
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+61
917
$2K ﹤0.01%
+13
918
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+105
919
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+42
920
$2K ﹤0.01%
+209
921
$2K ﹤0.01%
+36
922
$2K ﹤0.01%
+79
923
$2K ﹤0.01%
+76
924
$2K ﹤0.01%
+174
925
$2K ﹤0.01%
+54
35 36
37
38 39