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
376
$10K ﹤0.01%
+200
377
$10K ﹤0.01%
+362
378
$10K ﹤0.01%
224
+106
379
$10K ﹤0.01%
37
+34
380
$10K ﹤0.01%
1,447
381
$10K ﹤0.01%
130
+102
382
$10K ﹤0.01%
1,123
383
$10K ﹤0.01%
2,011
384
$10K ﹤0.01%
+290
385
$10K ﹤0.01%
1,305
-30,382
386
$10K ﹤0.01%
1,322
-29,825
387
$10K ﹤0.01%
900
+875
388
$10K ﹤0.01%
+40
389
$10K ﹤0.01%
319
390
$9K ﹤0.01%
+105
391
$9K ﹤0.01%
128
+88
392
$9K ﹤0.01%
10
+9
393
$9K ﹤0.01%
+158
394
$9K ﹤0.01%
328
+50
395
$9K ﹤0.01%
+39
396
$9K ﹤0.01%
183
-359
397
$9K ﹤0.01%
180
398
$9K ﹤0.01%
+800
399
$9K ﹤0.01%
+54
400
$9K ﹤0.01%
+93
14 15
16
17 18