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
351
$12K 0.01%
+82
352
$12K 0.01%
+516
353
$12K 0.01%
+171
354
$12K 0.01%
157
+112
355
$12K 0.01%
28
+16
356
$12K 0.01%
363
+41
357
$12K 0.01%
656
+456
358
$12K 0.01%
+146
359
$11K ﹤0.01%
108
+64
360
$11K ﹤0.01%
100
361
$11K ﹤0.01%
63
+2
362
$11K ﹤0.01%
88
+72
363
$11K ﹤0.01%
353
-5,207
364
$11K ﹤0.01%
204
365
$11K ﹤0.01%
1,000
366
$11K ﹤0.01%
+69
367
$11K ﹤0.01%
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368
$11K ﹤0.01%
259
+237
369
$11K ﹤0.01%
149
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370
$11K ﹤0.01%
+40
371
$11K ﹤0.01%
165
+62
372
$11K ﹤0.01%
+618
373
$11K ﹤0.01%
377
+190
374
$11K ﹤0.01%
298
+265
375
$11K ﹤0.01%
+156
13 14
15
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