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

Top Buys

1
+$4.82M
2
+$1.93M
3
+$1.51M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.02M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$810K

Top Sells

1
+$3.85M
2
+$3.28M
3
+$959K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$633K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$415K

Sector Composition

1 Technology 9.98%
2 Consumer Staples 4.76%
3 Communication Services 3.68%
4 Healthcare 3.46%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K ﹤0.01%
54
+3
427
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403
428
$14K ﹤0.01%
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436
$13K ﹤0.01%
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-42
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448
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543
450
$12K ﹤0.01%
319
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