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
1251
$0 ﹤0.01%
+4
1252
$0 ﹤0.01%
+20
1253
$0 ﹤0.01%
+2
1254
$0 ﹤0.01%
+18
1255
$0 ﹤0.01%
+5
1256
$0 ﹤0.01%
+8
1257
$0 ﹤0.01%
+8
1258
$0 ﹤0.01%
+20
1259
$0 ﹤0.01%
+19
1260
$0 ﹤0.01%
+5
1261
$0 ﹤0.01%
+10
1262
$0 ﹤0.01%
+28
1263
$0 ﹤0.01%
+21
1264
$0 ﹤0.01%
+19
1265
$0 ﹤0.01%
+10
1266
$0 ﹤0.01%
+24
1267
$0 ﹤0.01%
+15
1268
$0 ﹤0.01%
+34
1269
$0 ﹤0.01%
+4
1270
$0 ﹤0.01%
+12
1271
$0 ﹤0.01%
+11
1272
$0 ﹤0.01%
+11
1273
$0 ﹤0.01%
+6
1274
$0 ﹤0.01%
+21
1275
$0 ﹤0.01%
+20
49 50
51
52 53