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
476
$6K ﹤0.01%
+150
477
$6K ﹤0.01%
+11
478
$5K ﹤0.01%
327
-1,403
479
$5K ﹤0.01%
+65
480
$5K ﹤0.01%
+14
481
$5K ﹤0.01%
+174
482
$5K ﹤0.01%
+55
483
$5K ﹤0.01%
+105
484
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48
+28
485
$5K ﹤0.01%
+21
486
$5K ﹤0.01%
+52
487
$5K ﹤0.01%
8
488
$5K ﹤0.01%
+63
489
$5K ﹤0.01%
156
-1,633
490
$5K ﹤0.01%
+123
491
$5K ﹤0.01%
25
492
$5K ﹤0.01%
158
493
$5K ﹤0.01%
75
494
$5K ﹤0.01%
+124
495
$5K ﹤0.01%
21
+13
496
$5K ﹤0.01%
104
-4,412
497
$5K ﹤0.01%
+45
498
$5K ﹤0.01%
+96
499
$5K ﹤0.01%
524
500
$5K ﹤0.01%
+16
18 19
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