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
201
$46K 0.03%
+1,660
202
$46K 0.03%
+783
203
$46K 0.03%
+782
204
$45K 0.03%
+485
205
$42K 0.03%
+1,562
206
$42K 0.03%
+303
207
$41K 0.03%
+530
208
$41K 0.03%
+587
209
$41K 0.03%
+1,724
210
$41K 0.03%
+611
211
$41K 0.03%
+634
212
$40K 0.03%
+1,020
213
$40K 0.03%
+977
214
$40K 0.03%
+360
215
$40K 0.03%
+455
216
$39K 0.03%
+903
217
$38K 0.03%
+854
218
$38K 0.03%
+1,092
219
$37K 0.03%
+1,000
220
$37K 0.03%
+614
221
$37K 0.03%
+2,818
222
$37K 0.03%
+730
223
$37K 0.03%
+239
224
$35K 0.03%
+234
225
$34K 0.03%
+517
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