PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$9.4M
2
+$9.4M
3
+$7.89M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.33M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$6.41M

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%
+18
1127
$1K ﹤0.01%
+77
1128
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+13
1129
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+171
1130
$1K ﹤0.01%
+19
1131
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+16
1132
$1K ﹤0.01%
+90
1133
$1K ﹤0.01%
+54
1134
$1K ﹤0.01%
+37
1135
$1K ﹤0.01%
+19
1136
$1K ﹤0.01%
+27
1137
$1K ﹤0.01%
+7
1138
$1K ﹤0.01%
+22
1139
$1K ﹤0.01%
+21
1140
$1K ﹤0.01%
+16
1141
$1K ﹤0.01%
+35
1142
$1K ﹤0.01%
+8
1143
$1K ﹤0.01%
+15
1144
$1K ﹤0.01%
+17
1145
$1K ﹤0.01%
+15
1146
$1K ﹤0.01%
+144
1147
$1K ﹤0.01%
+29
1148
$1K ﹤0.01%
+10
1149
$1K ﹤0.01%
+100
1150
$1K ﹤0.01%
+110
44 45
46
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