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
276
$20K 0.01%
132
-105
277
$20K 0.01%
250
+210
278
$20K 0.01%
359
+256
279
$20K 0.01%
+176
280
$20K 0.01%
+875
281
$20K 0.01%
463
+453
282
$19K 0.01%
207
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283
$19K 0.01%
+247
284
$19K 0.01%
260
-30
285
$19K 0.01%
+111
286
$19K 0.01%
512
-3,517
287
$19K 0.01%
712
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288
$19K 0.01%
329
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289
$18K 0.01%
1,246
-6,791
290
$18K 0.01%
400
+300
291
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388
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292
$18K 0.01%
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293
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294
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295
$18K 0.01%
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+1,178
296
$18K 0.01%
594
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297
$18K 0.01%
239
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298
$18K 0.01%
+123
299
$18K 0.01%
447
300
$18K 0.01%
319
+251
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