PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
1226
$1K ﹤0.01%
+57
1227
$1K ﹤0.01%
+9
1228
$1K ﹤0.01%
+99
1229
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+13
1230
$1K ﹤0.01%
+27
1231
$0 ﹤0.01%
+42
1232
$0 ﹤0.01%
+19
1233
$0 ﹤0.01%
+50
1234
$0 ﹤0.01%
+34
1235
$0 ﹤0.01%
+5
1236
$0 ﹤0.01%
+12
1237
– –
0
1238
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1239
$0 ﹤0.01%
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1240
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1241
$0 ﹤0.01%
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1242
$0 ﹤0.01%
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1245
$0 ﹤0.01%
+24
1246
$0 ﹤0.01%
+10
1247
$0 ﹤0.01%
+15
1248
$0 ﹤0.01%
+2
1249
$0 ﹤0.01%
+5
1250
$0 ﹤0.01%
+41
48 49
50
51 52