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
451
$7K ﹤0.01%
300
452
$7K ﹤0.01%
200
453
$6K ﹤0.01%
269
454
$6K ﹤0.01%
+224
455
$6K ﹤0.01%
334
+218
456
$6K ﹤0.01%
1,400
457
$6K ﹤0.01%
400
458
$6K ﹤0.01%
+197
459
$6K ﹤0.01%
62
+59
460
$6K ﹤0.01%
+56
461
$6K ﹤0.01%
+79
462
$6K ﹤0.01%
184
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463
$6K ﹤0.01%
+184
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$6K ﹤0.01%
812
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465
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188
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466
$6K ﹤0.01%
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467
$6K ﹤0.01%
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468
$6K ﹤0.01%
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469
$6K ﹤0.01%
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470
$6K ﹤0.01%
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471
$6K ﹤0.01%
478
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472
$6K ﹤0.01%
+39
473
$6K ﹤0.01%
+106
474
$6K ﹤0.01%
+2
475
$6K ﹤0.01%
211
+113
17 18
19
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