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
1051
$1K ﹤0.01%
+60
1052
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+25
1053
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1054
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+42
1055
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+36
1056
$1K ﹤0.01%
+66
1057
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+10
1058
$1K ﹤0.01%
+27
1059
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+27
1060
$1K ﹤0.01%
+61
1061
$1K ﹤0.01%
+16
1062
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+34
1063
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+54
1064
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+12
1065
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+11
1066
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+10
1067
$1K ﹤0.01%
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1068
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+26
1069
$1K ﹤0.01%
+115
1070
$1K ﹤0.01%
+58
1071
$1K ﹤0.01%
+7
1072
$1K ﹤0.01%
+36
1073
$1K ﹤0.01%
+8
1074
$1K ﹤0.01%
+222
1075
$1K ﹤0.01%
+17
41 42
43
44 45