PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
-5.8%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$237M
AUM Growth
+$54.4M
(+30%)
Cap. Flow
+$79M
Cap. Flow
% of AUM
33.3%
Top 10 Holdings %
Top 10 Hldgs %
66.94%
Holding
1,066
New
423
Increased
272
Reduced
127
Closed
111
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$36.6M |
| 2 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$35.2M |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$30.4M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$14.5M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$6.77M |
Top Sells
Sector Composition
| 1 | Technology | 7.44% |
| 2 | Consumer Staples | 5.6% |
| 3 | Healthcare | 4.12% |
| 4 | Communication Services | 2.58% |
| 5 | Financials | 2.31% |
