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
976
$1K ﹤0.01%
+170
977
$1K ﹤0.01%
+19
978
$1K ﹤0.01%
+21
979
$1K ﹤0.01%
+4
980
$1K ﹤0.01%
+52
981
$1K ﹤0.01%
+26
982
$1K ﹤0.01%
+22
983
$1K ﹤0.01%
+33
984
$1K ﹤0.01%
+21
985
$1K ﹤0.01%
+13
986
$1K ﹤0.01%
+26
987
$1K ﹤0.01%
+66
988
$1K ﹤0.01%
+49
989
$1K ﹤0.01%
+39
990
$1K ﹤0.01%
+45
991
$1K ﹤0.01%
+79
992
$1K ﹤0.01%
+12
993
$1K ﹤0.01%
+5
994
$1K ﹤0.01%
+19
995
$1K ﹤0.01%
+36
996
$1K ﹤0.01%
+19
997
$1K ﹤0.01%
+34
998
$1K ﹤0.01%
+18
999
$1K ﹤0.01%
+56
1000
$1K ﹤0.01%
+120
38 39
40
41 42