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
$237M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$35.2M
3
+$30.4M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$14.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.77M

Top Sells

1
+$35.8M
2
+$7.16M
3
+$2.85M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.84M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.46M

Sector Composition

1 Technology 7.44%
2 Consumer Staples 5.6%
3 Healthcare 4.12%
4 Communication Services 2.58%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
+900
227
$31K 0.01%
171
+21
228
$30K 0.01%
206
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229
$30K 0.01%
559
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230
$30K 0.01%
613
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231
$29K 0.01%
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232
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869
233
$29K 0.01%
679
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234
$28K 0.01%
625
235
$28K 0.01%
230
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$28K 0.01%
590
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237
$28K 0.01%
173
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238
$28K 0.01%
750
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239
$28K 0.01%
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240
$28K 0.01%
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241
$27K 0.01%
605
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242
$27K 0.01%
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243
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$26K 0.01%
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246
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592
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247
$26K 0.01%
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248
$25K 0.01%
1,016
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249
$25K 0.01%
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250
$25K 0.01%
483
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