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
1026
$1K ﹤0.01%
+169
1027
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+13
1028
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+4
1029
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+12
1030
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+42
1031
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+10
1032
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+8
1033
$1K ﹤0.01%
+87
1034
$1K ﹤0.01%
+11
1035
$1K ﹤0.01%
+29
1036
$1K ﹤0.01%
+3
1037
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+8
1038
$1K ﹤0.01%
+51
1039
$1K ﹤0.01%
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1040
$1K ﹤0.01%
+79
1041
$1K ﹤0.01%
+11
1042
$1K ﹤0.01%
+13
1043
$1K ﹤0.01%
+8
1044
$1K ﹤0.01%
+19
1045
$1K ﹤0.01%
+17
1046
$1K ﹤0.01%
+36
1047
$1K ﹤0.01%
+18
1048
$1K ﹤0.01%
+22
1049
$1K ﹤0.01%
+25
1050
$1K ﹤0.01%
+38
40 41
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43 44