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
$419M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.02M
3
+$1.51M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.02M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$808K

Top Sells

1
+$3.95M
2
+$3.25M
3
+$1.01M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$643K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$414K

Sector Composition

1 Technology 10.04%
2 Consumer Staples 4.76%
3 Communication Services 3.68%
4 Healthcare 3.46%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$17K ﹤0.01%
660
402
$17K ﹤0.01%
108
-20
403
$17K ﹤0.01%
294
404
$17K ﹤0.01%
174
-78
405
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393
+77
406
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115
407
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60
408
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409
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+4
410
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-1
411
$16K ﹤0.01%
144
412
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363
+140
413
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208
+12
414
$16K ﹤0.01%
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415
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319
-9
416
$16K ﹤0.01%
+144
417
$16K ﹤0.01%
1,802
418
$15K ﹤0.01%
100
-100
419
$15K ﹤0.01%
374
420
$15K ﹤0.01%
373
421
$15K ﹤0.01%
108
422
$15K ﹤0.01%
513
423
$15K ﹤0.01%
213
424
$15K ﹤0.01%
500
425
$15K ﹤0.01%
208
15 16
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