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
1201
$1K ﹤0.01%
+15
1202
$1K ﹤0.01%
+17
1203
$1K ﹤0.01%
+15
1204
$1K ﹤0.01%
+144
1205
$1K ﹤0.01%
+29
1206
$1K ﹤0.01%
+10
1207
$1K ﹤0.01%
+100
1208
$1K ﹤0.01%
+110
1209
$1K ﹤0.01%
+97
1210
$1K ﹤0.01%
+12
1211
$1K ﹤0.01%
+124
1212
$1K ﹤0.01%
+10
1213
$1K ﹤0.01%
+35
1214
$1K ﹤0.01%
+28
1215
$1K ﹤0.01%
+39
1216
$1K ﹤0.01%
+35
1217
$1K ﹤0.01%
+140
1218
$1K ﹤0.01%
+200
1219
$1K ﹤0.01%
+15
1220
$1K ﹤0.01%
+60
1221
$1K ﹤0.01%
+17
1222
$1K ﹤0.01%
+14
1223
$1K ﹤0.01%
+32
1224
$1K ﹤0.01%
+12
1225
$1K ﹤0.01%
+16
47 48
49
50 51