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
1051
$1K ﹤0.01%
+27
1052
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+26
1053
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+10
1054
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+30
1055
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+215
1056
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+49
1057
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+64
1058
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+30
1059
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1060
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+54
1061
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+12
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1063
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+10
1064
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1065
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+26
1066
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+115
1067
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+58
1068
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+7
1069
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+36
1070
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+8
1071
$1K ﹤0.01%
+222
1072
$1K ﹤0.01%
+17
1073
$1K ﹤0.01%
+25
1074
$1K ﹤0.01%
+1
1075
$1K ﹤0.01%
+19
41 42
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