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
951
$1K ﹤0.01%
+56
952
$1K ﹤0.01%
+95
953
$1K ﹤0.01%
+48
954
$1K ﹤0.01%
+80
955
$1K ﹤0.01%
+27
956
$1K ﹤0.01%
+71
957
$1K ﹤0.01%
+17
958
$1K ﹤0.01%
+6
959
$1K ﹤0.01%
+53
960
$1K ﹤0.01%
+21
961
$1K ﹤0.01%
+43
962
$1K ﹤0.01%
+261
963
$1K ﹤0.01%
+27
964
$1K ﹤0.01%
+37
965
$1K ﹤0.01%
+29
966
$1K ﹤0.01%
+8
967
$1K ﹤0.01%
+41
968
$1K ﹤0.01%
+111
969
$1K ﹤0.01%
+24
970
$1K ﹤0.01%
+21
971
$1K ﹤0.01%
+61
972
$1K ﹤0.01%
+39
973
$1K ﹤0.01%
+9
974
$1K ﹤0.01%
+5
975
$1K ﹤0.01%
+51
37 38
39
40 41