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
1001
$1K ﹤0.01%
+28
1002
$1K ﹤0.01%
+14
1003
$1K ﹤0.01%
+27
1004
$1K ﹤0.01%
+565
1005
$1K ﹤0.01%
+99
1006
$1K ﹤0.01%
+2
1007
$1K ﹤0.01%
+169
1008
$1K ﹤0.01%
+13
1009
$1K ﹤0.01%
+4
1010
$1K ﹤0.01%
+74
1011
$1K ﹤0.01%
+12
1012
$1K ﹤0.01%
+42
1013
$1K ﹤0.01%
+10
1014
$1K ﹤0.01%
+8
1015
$1K ﹤0.01%
+87
1016
$1K ﹤0.01%
+11
1017
$1K ﹤0.01%
+29
1018
$1K ﹤0.01%
+3
1019
$1K ﹤0.01%
+8
1020
$1K ﹤0.01%
+51
1021
$1K ﹤0.01%
+27
1022
$1K ﹤0.01%
+79
1023
$1K ﹤0.01%
+11
1024
$1K ﹤0.01%
+13
1025
$1K ﹤0.01%
+18
39 40
41
42 43