PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Fund
S&P 500
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
451
$7K ﹤0.01%
+140
452
$7K ﹤0.01%
200
453
$6K ﹤0.01%
184
-1,384
454
$6K ﹤0.01%
+184
455
$6K ﹤0.01%
162
+157
456
$6K ﹤0.01%
188
+30
457
$6K ﹤0.01%
226
-57
458
$6K ﹤0.01%
436
459
$6K ﹤0.01%
+95
460
$6K ﹤0.01%
62
+59
461
$6K ﹤0.01%
+56
462
$6K ﹤0.01%
+79
463
$6K ﹤0.01%
269
464
$6K ﹤0.01%
56
-1
465
$6K ﹤0.01%
+95
466
$6K ﹤0.01%
478
+318
467
$6K ﹤0.01%
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468
$6K ﹤0.01%
+106
469
$6K ﹤0.01%
+2
470
$6K ﹤0.01%
211
+113
471
$6K ﹤0.01%
+150
472
$6K ﹤0.01%
+11
473
$6K ﹤0.01%
+224
474
$6K ﹤0.01%
334
+218
475
$6K ﹤0.01%
1,400
17 18
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