PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$9.4M
2
+$9.4M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.33M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.41M

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%
+19
902
$2K ﹤0.01%
+23
903
$2K ﹤0.01%
+142
904
$2K ﹤0.01%
+35
905
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+35
906
$2K ﹤0.01%
+71
907
$2K ﹤0.01%
+28
908
$2K ﹤0.01%
+16
909
$2K ﹤0.01%
+11
910
$2K ﹤0.01%
+79
911
$2K ﹤0.01%
+81
912
$2K ﹤0.01%
+35
913
$2K ﹤0.01%
+20
914
$2K ﹤0.01%
+32
915
$2K ﹤0.01%
+11
916
$2K ﹤0.01%
+61
917
$2K ﹤0.01%
+43
918
$2K ﹤0.01%
+13
919
$2K ﹤0.01%
+105
920
$2K ﹤0.01%
+42
921
$2K ﹤0.01%
+209
922
$2K ﹤0.01%
+36
923
$2K ﹤0.01%
+79
924
$2K ﹤0.01%
+76
925
$2K ﹤0.01%
+174
35 36
37
38 39