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%
+59
1127
$1K ﹤0.01%
+129
1128
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+10
1129
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+32
1130
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+25
1131
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+38
1132
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+16
1133
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+15
1134
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+27
1135
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+27
1136
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+92
1137
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+27
1138
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+26
1139
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+10
1140
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+30
1141
$1K ﹤0.01%
+215
1142
$1K ﹤0.01%
+49
1143
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+64
1144
$1K ﹤0.01%
+30
1145
$1K ﹤0.01%
+93
1146
$1K ﹤0.01%
+100
1147
$1K ﹤0.01%
+4
1148
$1K ﹤0.01%
+16
1149
$1K ﹤0.01%
+11
1150
$1K ﹤0.01%
+167
44 45
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