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
1176
$1K ﹤0.01%
+21
1177
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+43
1178
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+105
1179
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+9
1180
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1181
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+51
1182
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+170
1183
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+19
1184
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+21
1185
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+4
1186
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1187
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+26
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+22
1189
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+33
1190
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+21
1191
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+13
1192
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+26
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+66
1194
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+49
1195
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+39
1196
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+45
1197
$1K ﹤0.01%
+79
1198
$1K ﹤0.01%
+12
1199
$1K ﹤0.01%
+5
1200
$1K ﹤0.01%
+19
46 47
48
49 50