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
101
$236K 0.17%
+26,774
102
$234K 0.17%
+2,132
103
$227K 0.17%
+7,007
104
$223K 0.16%
+3,399
105
$221K 0.16%
+2,295
106
$217K 0.16%
+4,626
107
$214K 0.16%
+64,240
108
$203K 0.15%
+10,292
109
$200K 0.15%
+9,920
110
$199K 0.15%
+7,132
111
$198K 0.15%
+8,653
112
$192K 0.14%
+1,084
113
$179K 0.13%
+2,856
114
$170K 0.13%
+1,869
115
$166K 0.12%
+5,361
116
$158K 0.12%
+1,502
117
$155K 0.11%
+4,665
118
$153K 0.11%
+9,768
119
$152K 0.11%
+1,396
120
$151K 0.11%
+5,940
121
$149K 0.11%
+925
122
$148K 0.11%
+1,146
123
$147K 0.11%
+1,185
124
$141K 0.1%
+563
125
$137K 0.1%
+1,451
3 4
5
6 7