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
1201
$1K ﹤0.01%
+36
1202
$1K ﹤0.01%
+100
1203
$1K ﹤0.01%
+19
1204
$1K ﹤0.01%
+34
1205
$1K ﹤0.01%
+18
1206
$1K ﹤0.01%
+56
1207
$1K ﹤0.01%
+120
1208
$1K ﹤0.01%
+11
1209
$1K ﹤0.01%
+7
1210
$1K ﹤0.01%
+31
1211
$1K ﹤0.01%
+20
1212
$1K ﹤0.01%
+59
1213
$1K ﹤0.01%
+129
1214
$1K ﹤0.01%
+10
1215
$1K ﹤0.01%
+32
1216
$1K ﹤0.01%
+63
1217
$1K ﹤0.01%
+50
1218
$1K ﹤0.01%
+32
1219
$1K ﹤0.01%
+288
1220
$1K ﹤0.01%
+82
1221
$1K ﹤0.01%
+7
1222
$1K ﹤0.01%
+64
1223
$1K ﹤0.01%
+20
1224
$1K ﹤0.01%
+114
1225
$1K ﹤0.01%
+5
47 48
49
50 51