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
1101
$1K ﹤0.01%
+48
1102
$1K ﹤0.01%
+80
1103
$1K ﹤0.01%
+23
1104
$1K ﹤0.01%
+52
1105
$1K ﹤0.01%
+26
1106
$1K ﹤0.01%
+22
1107
$1K ﹤0.01%
+33
1108
$1K ﹤0.01%
+21
1109
$1K ﹤0.01%
+13
1110
$1K ﹤0.01%
+26
1111
$1K ﹤0.01%
+19
1112
$1K ﹤0.01%
+44
1113
$1K ﹤0.01%
+9
1114
$1K ﹤0.01%
+60
1115
$1K ﹤0.01%
+17
1116
$1K ﹤0.01%
+14
1117
$1K ﹤0.01%
+21
1118
$1K ﹤0.01%
+34
1119
$1K ﹤0.01%
+18
1120
$1K ﹤0.01%
+56
1121
$1K ﹤0.01%
+120
1122
$1K ﹤0.01%
+11
1123
$1K ﹤0.01%
+7
1124
$1K ﹤0.01%
+31
1125
$1K ﹤0.01%
+20
43 44
45
46 47