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
151
$90K 0.07%
+1,740
152
$88K 0.06%
+1,496
153
$86K 0.06%
+3,852
154
$86K 0.06%
+3,036
155
$85K 0.06%
+6,357
156
$83K 0.06%
+2,566
157
$83K 0.06%
+2,284
158
$83K 0.06%
+1,201
159
$83K 0.06%
+24,202
160
$82K 0.06%
+2,829
161
$82K 0.06%
+1,627
162
$75K 0.06%
+975
163
$74K 0.05%
+579
164
$73K 0.05%
+945
165
$70K 0.05%
+1,600
166
$69K 0.05%
+357
167
$68K 0.05%
+4,601
168
$66K 0.05%
+802
169
$66K 0.05%
+1,228
170
$65K 0.05%
+1,044
171
$64K 0.05%
+551
172
$61K 0.04%
+642
173
$61K 0.04%
+750
174
$61K 0.04%
+1,140
175
$60K 0.04%
+1,607
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