PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$35.7M
2
+$34.6M
3
+$31.1M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$14.3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.67M

Top Sells

1
+$35.8M
2
+$7.15M
3
+$3.35M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.84M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.59M

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
301
$18K 0.01%
236
302
$17K 0.01%
172
303
$17K 0.01%
121
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304
$17K 0.01%
+107
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$17K 0.01%
312
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306
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307
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119
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308
$17K 0.01%
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309
$17K 0.01%
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310
$17K 0.01%
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311
$17K 0.01%
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312
$17K 0.01%
200
313
$16K 0.01%
+94
314
$16K 0.01%
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315
$16K 0.01%
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316
$16K 0.01%
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317
$16K 0.01%
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318
$16K 0.01%
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$15K 0.01%
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$15K 0.01%
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$15K 0.01%
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325
$15K 0.01%
312
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