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
976
$1K ﹤0.01%
+14
977
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+27
978
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+565
979
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+99
980
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+2
981
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+169
982
$1K ﹤0.01%
+13
983
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+4
984
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+74
985
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+12
986
$1K ﹤0.01%
+42
987
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+10
988
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+8
989
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990
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+11
991
$1K ﹤0.01%
+29
992
$1K ﹤0.01%
+3
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994
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+51
995
$1K ﹤0.01%
+27
996
$1K ﹤0.01%
+79
997
$1K ﹤0.01%
+11
998
$1K ﹤0.01%
+13
999
$1K ﹤0.01%
+18
1000
$1K ﹤0.01%
+8
38 39
40
41 42