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
1126
$1K ﹤0.01%
+15
1127
$1K ﹤0.01%
+46
1128
$1K ﹤0.01%
+9
1129
$1K ﹤0.01%
+19
1130
$1K ﹤0.01%
+10
1131
$1K ﹤0.01%
+57
1132
$1K ﹤0.01%
+4
1133
$1K ﹤0.01%
+7
1134
$1K ﹤0.01%
+29
1135
$1K ﹤0.01%
+47
1136
$1K ﹤0.01%
+34
1137
$1K ﹤0.01%
+15
1138
$1K ﹤0.01%
+42
1139
$1K ﹤0.01%
+36
1140
$1K ﹤0.01%
+66
1141
$1K ﹤0.01%
+11
1142
$1K ﹤0.01%
+78
1143
$1K ﹤0.01%
+16
1144
$1K ﹤0.01%
+49
1145
$1K ﹤0.01%
+6
1146
$1K ﹤0.01%
+48
1147
$1K ﹤0.01%
+21
1148
$1K ﹤0.01%
+21
1149
$1K ﹤0.01%
+17
1150
$1K ﹤0.01%
+70
44 45
46
47 48