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
951
$1K ﹤0.01%
+46
952
$1K ﹤0.01%
+31
953
$1K ﹤0.01%
+74
954
$1K ﹤0.01%
+92
955
$1K ﹤0.01%
+80
956
$1K ﹤0.01%
+27
957
$1K ﹤0.01%
+71
958
$1K ﹤0.01%
+17
959
$1K ﹤0.01%
+6
960
$1K ﹤0.01%
+53
961
$1K ﹤0.01%
+21
962
$1K ﹤0.01%
+43
963
$1K ﹤0.01%
+261
964
$1K ﹤0.01%
+27
965
$1K ﹤0.01%
+37
966
$1K ﹤0.01%
+29
967
$1K ﹤0.01%
+8
968
$1K ﹤0.01%
+41
969
$1K ﹤0.01%
+111
970
$1K ﹤0.01%
+24
971
$1K ﹤0.01%
+21
972
$1K ﹤0.01%
+61
973
$1K ﹤0.01%
+8
974
$1K ﹤0.01%
+11
975
$1K ﹤0.01%
+28
37 38
39
40 41