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
426
$8K ﹤0.01%
+43
427
$8K ﹤0.01%
+136
428
$8K ﹤0.01%
194
+114
429
$8K ﹤0.01%
+234
430
$7K ﹤0.01%
+140
431
$7K ﹤0.01%
93
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432
$7K ﹤0.01%
+353
433
$7K ﹤0.01%
128
+88
434
$7K ﹤0.01%
69
435
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158
-42
436
$7K ﹤0.01%
+200
437
$7K ﹤0.01%
88
438
$7K ﹤0.01%
+487
439
$7K ﹤0.01%
151
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440
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37
441
$7K ﹤0.01%
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$7K ﹤0.01%
950
444
$7K ﹤0.01%
2,050
445
$7K ﹤0.01%
605
446
$7K ﹤0.01%
+22
447
$7K ﹤0.01%
312
448
$7K ﹤0.01%
305
-23,090
449
$7K ﹤0.01%
60
450
$7K ﹤0.01%
653
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