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
1076
$1K ﹤0.01%
+10
1077
$1K ﹤0.01%
+30
1078
$1K ﹤0.01%
+215
1079
$1K ﹤0.01%
+49
1080
$1K ﹤0.01%
+64
1081
$1K ﹤0.01%
+30
1082
$1K ﹤0.01%
+34
1083
$1K ﹤0.01%
+54
1084
$1K ﹤0.01%
+12
1085
$1K ﹤0.01%
+10
1086
$1K ﹤0.01%
+18
1087
$1K ﹤0.01%
+26
1088
$1K ﹤0.01%
+115
1089
$1K ﹤0.01%
+58
1090
$1K ﹤0.01%
+7
1091
$1K ﹤0.01%
+36
1092
$1K ﹤0.01%
+8
1093
$1K ﹤0.01%
+222
1094
$1K ﹤0.01%
+17
1095
$1K ﹤0.01%
+25
1096
$1K ﹤0.01%
+1
1097
$1K ﹤0.01%
+19
1098
$1K ﹤0.01%
+22
1099
$1K ﹤0.01%
+38
1100
$1K ﹤0.01%
+31
42 43
44
45 46