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
1026
$1K ﹤0.01%
+20
1027
$1K ﹤0.01%
+36
1028
$1K ﹤0.01%
+14
1029
$1K ﹤0.01%
+33
1030
$1K ﹤0.01%
+60
1031
$1K ﹤0.01%
+25
1032
$1K ﹤0.01%
+16
1033
$1K ﹤0.01%
+15
1034
$1K ﹤0.01%
+27
1035
$1K ﹤0.01%
+27
1036
$1K ﹤0.01%
+92
1037
$1K ﹤0.01%
+4
1038
$1K ﹤0.01%
+7
1039
$1K ﹤0.01%
+29
1040
$1K ﹤0.01%
+48
1041
$1K ﹤0.01%
+34
1042
$1K ﹤0.01%
+15
1043
$1K ﹤0.01%
+42
1044
$1K ﹤0.01%
+36
1045
$1K ﹤0.01%
+66
1046
$1K ﹤0.01%
+10
1047
$1K ﹤0.01%
+27
1048
$1K ﹤0.01%
+27
1049
$1K ﹤0.01%
+61
1050
$1K ﹤0.01%
+16
40 41
42
43 44