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
126
$136K 0.1%
+1,638
127
$135K 0.1%
+2,858
128
$135K 0.1%
+1,797
129
$133K 0.1%
+2,697
130
$130K 0.1%
+5,175
131
$125K 0.09%
+2,338
132
$124K 0.09%
+4,302
133
$123K 0.09%
+3,240
134
$122K 0.09%
+926
135
$122K 0.09%
+497
136
$122K 0.09%
+1,108
137
$119K 0.09%
+626
138
$119K 0.09%
+2,591
139
$115K 0.08%
+2,250
140
$114K 0.08%
+3,842
141
$111K 0.08%
+3,320
142
$110K 0.08%
+1,640
143
$108K 0.08%
+468
144
$103K 0.08%
+2,059
145
$99K 0.07%
+7,300
146
$95K 0.07%
+1,615
147
$95K 0.07%
+1,532
148
$93K 0.07%
+1,944
149
$91K 0.07%
+1,121
150
$91K 0.07%
+1,599
4 5
6
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