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
76
$316K 0.23%
+2,723
77
$314K 0.23%
+5,953
78
$312K 0.23%
+6,906
79
$308K 0.23%
+6,672
80
$306K 0.23%
+1,016
81
$306K 0.23%
+8,980
82
$306K 0.23%
+11,282
83
$303K 0.22%
+11,320
84
$302K 0.22%
+21,465
85
$301K 0.22%
+2,641
86
$289K 0.21%
+4,664
87
$284K 0.21%
+4,232
88
$282K 0.21%
+5,600
89
$272K 0.2%
+15,946
90
$267K 0.2%
+4,128
91
$263K 0.19%
+1,744
92
$260K 0.19%
+6,012
93
$259K 0.19%
+3,630
94
$259K 0.19%
+30,390
95
$258K 0.19%
+799
96
$254K 0.19%
+9,638
97
$251K 0.18%
+11,058
98
$250K 0.18%
+5,911
99
$249K 0.18%
+1,191
100
$242K 0.18%
+2,227
2 3
4
5 6