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
1151
$1K ﹤0.01%
+97
1152
$1K ﹤0.01%
+12
1153
$1K ﹤0.01%
+124
1154
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+10
1155
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+35
1156
$1K ﹤0.01%
+23
1157
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+19
1158
$1K ﹤0.01%
+28
1159
$1K ﹤0.01%
+39
1160
$1K ﹤0.01%
+35
1161
$1K ﹤0.01%
+140
1162
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+200
1163
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+15
1164
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+60
1165
$1K ﹤0.01%
+17
1166
$1K ﹤0.01%
+14
1167
$1K ﹤0.01%
+32
1168
$1K ﹤0.01%
+12
1169
$1K ﹤0.01%
+4
1170
$1K ﹤0.01%
+16
1171
$1K ﹤0.01%
+11
1172
$1K ﹤0.01%
+167
1173
$1K ﹤0.01%
+16
1174
$1K ﹤0.01%
+34
1175
$1K ﹤0.01%
+63
45 46
47
48 49