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
351
$12K 0.01%
157
+112
352
$12K 0.01%
+171
353
$12K 0.01%
+82
354
$12K 0.01%
166
+128
355
$12K 0.01%
187
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356
$12K 0.01%
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357
$12K 0.01%
69
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358
$12K 0.01%
+71
359
$11K ﹤0.01%
+156
360
$11K ﹤0.01%
+618
361
$11K ﹤0.01%
149
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362
$11K ﹤0.01%
259
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363
$11K ﹤0.01%
+69
364
$11K ﹤0.01%
1,000
365
$11K ﹤0.01%
204
366
$11K ﹤0.01%
353
-5,207
367
$11K ﹤0.01%
88
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368
$11K ﹤0.01%
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369
$11K ﹤0.01%
100
370
$11K ﹤0.01%
108
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371
$11K ﹤0.01%
298
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372
$11K ﹤0.01%
377
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373
$11K ﹤0.01%
165
+62
374
$11K ﹤0.01%
+40
375
$11K ﹤0.01%
+50
13 14
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