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
926
$2K ﹤0.01%
+125
927
$2K ﹤0.01%
+43
928
$2K ﹤0.01%
+99
929
$2K ﹤0.01%
+16
930
$2K ﹤0.01%
+33
931
$1K ﹤0.01%
+18
932
$1K ﹤0.01%
+93
933
$1K ﹤0.01%
+164
934
$1K ﹤0.01%
+39
935
$1K ﹤0.01%
+30
936
$1K ﹤0.01%
+19
937
$1K ﹤0.01%
+54
938
$1K ﹤0.01%
+9
939
$1K ﹤0.01%
+27
940
$1K ﹤0.01%
+75
941
$1K ﹤0.01%
+24
942
$1K ﹤0.01%
+12
943
$1K ﹤0.01%
+75
944
$1K ﹤0.01%
+12
945
$1K ﹤0.01%
+85
946
$1K ﹤0.01%
+39
947
$1K ﹤0.01%
+103
948
$1K ﹤0.01%
+18
949
$1K ﹤0.01%
+194
950
$1K ﹤0.01%
+252
36 37
38
39 40