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

Top Buys

1
+$4.81M
2
+$2.02M
3
+$1.51M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.02M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$808K

Top Sells

1
+$3.95M
2
+$3.25M
3
+$1.01M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$643K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$414K

Sector Composition

1 Technology 10.04%
2 Consumer Staples 4.76%
3 Communication Services 3.68%
4 Healthcare 3.46%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K ﹤0.01%
310
477
$11K ﹤0.01%
18
+2
478
$10K ﹤0.01%
33
479
$10K ﹤0.01%
62
480
$10K ﹤0.01%
307
481
$10K ﹤0.01%
1,123
482
$10K ﹤0.01%
+372
483
$10K ﹤0.01%
99
-2
484
$10K ﹤0.01%
230
485
$10K ﹤0.01%
33
486
$10K ﹤0.01%
131
-13
487
$10K ﹤0.01%
1,000
488
$10K ﹤0.01%
29
489
$10K ﹤0.01%
73
-1
490
$10K ﹤0.01%
140
491
$10K ﹤0.01%
670
492
$10K ﹤0.01%
319
493
$9K ﹤0.01%
22
494
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52
495
$9K ﹤0.01%
77
496
$9K ﹤0.01%
98
497
$9K ﹤0.01%
160
498
$9K ﹤0.01%
172
499
$9K ﹤0.01%
31
+8
500
$9K ﹤0.01%
22
18 19
20
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