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
176
$59K 0.04%
+792
177
$58K 0.04%
+97
178
$58K 0.04%
+361
179
$57K 0.04%
+213
180
$57K 0.04%
+404
181
$57K 0.04%
+489
182
$57K 0.04%
+1,094
183
$57K 0.04%
+6,432
184
$56K 0.04%
+815
185
$56K 0.04%
+362
186
$55K 0.04%
+475
187
$55K 0.04%
+598
188
$55K 0.04%
+1,930
189
$53K 0.04%
+51
190
$52K 0.04%
+1,000
191
$52K 0.04%
+413
192
$51K 0.04%
+774
193
$51K 0.04%
+292
194
$50K 0.04%
+466
195
$49K 0.04%
+1,095
196
$49K 0.04%
+448
197
$48K 0.04%
+213
198
$48K 0.04%
+404
199
$47K 0.03%
+647
200
$47K 0.03%
+230
6 7
8
9 10