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%
+8
1027
$1K ﹤0.01%
+19
1028
$1K ﹤0.01%
+17
1029
$1K ﹤0.01%
+36
1030
$1K ﹤0.01%
+18
1031
$1K ﹤0.01%
+22
1032
$1K ﹤0.01%
+9
1033
$1K ﹤0.01%
+19
1034
$1K ﹤0.01%
+15
1035
$1K ﹤0.01%
+46
1036
$1K ﹤0.01%
+9
1037
$1K ﹤0.01%
+19
1038
$1K ﹤0.01%
+10
1039
$1K ﹤0.01%
+57
1040
$1K ﹤0.01%
+9
1041
$1K ﹤0.01%
+99
1042
$1K ﹤0.01%
+13
1043
$1K ﹤0.01%
+27
1044
$1K ﹤0.01%
+51
1045
$1K ﹤0.01%
+88
1046
$1K ﹤0.01%
+30
1047
$1K ﹤0.01%
+20
1048
$1K ﹤0.01%
+36
1049
$1K ﹤0.01%
+14
1050
$1K ﹤0.01%
+33
40 41
42
43 44