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
$440M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,082
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$864K
3
+$718K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$451K
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$331K

Top Sells

1
+$10.4M
2
+$1.83M
3
+$1.32M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.22M
5
BND icon
Vanguard Total Bond Market
BND
+$1.01M

Sector Composition

1 Technology 10.8%
2 Financials 5.72%
3 Consumer Staples 4.46%
4 Communication Services 4.35%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$83.2K 0.02%
316
-100
202
$82.9K 0.02%
435
+88
203
$82.8K 0.02%
1,084
+291
204
$81.7K 0.02%
614
-29
205
$81.2K 0.02%
597
-221
206
$77K 0.02%
2,145
-24
207
$76K 0.02%
1,609
-16,343
208
$75.8K 0.02%
1,041
-34
209
$74.7K 0.02%
1,103
-400
210
$74.4K 0.02%
572
-2
211
$72.6K 0.02%
150
212
$72.4K 0.02%
51
+1
213
$70.8K 0.02%
792
214
$70.7K 0.02%
1,132
-48
215
$69.6K 0.02%
293
-65
216
$68.8K 0.02%
416
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217
$68.6K 0.02%
600
218
$68.4K 0.02%
382
-20
219
$68.3K 0.02%
751
+32
220
$67.7K 0.02%
343
221
$66.3K 0.02%
869
-5
222
$64.6K 0.01%
553
+14
223
$64.6K 0.01%
767
-635
224
$64.4K 0.01%
664
+5
225
$63.3K 0.01%
5,770
+38
7 8
9
10 11