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
1151
$1K ﹤0.01%
+7
1152
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+49
1153
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+11
1154
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+30
1155
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1156
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+7
1157
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+29
1158
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+47
1159
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+34
1160
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+31
1161
$1K ﹤0.01%
+46
1162
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1163
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1164
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+14
1166
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+17
1167
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1168
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+7
1169
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+46
1170
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+81
1171
$1K ﹤0.01%
+112
1172
$1K ﹤0.01%
+31
1173
$1K ﹤0.01%
+24
1174
$1K ﹤0.01%
+165
1175
$1K ﹤0.01%
+5
45 46
47
48 49