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
526
$4K ﹤0.01%
+28
527
$4K ﹤0.01%
143
528
$4K ﹤0.01%
+16
529
$4K ﹤0.01%
+161
530
$4K ﹤0.01%
150
531
$4K ﹤0.01%
+54
532
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175
533
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106
+61
534
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84
-237
535
$4K ﹤0.01%
+41
536
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+114
537
$4K ﹤0.01%
59
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538
$4K ﹤0.01%
288
539
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+50
540
$4K ﹤0.01%
172
+162
541
$4K ﹤0.01%
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542
$4K ﹤0.01%
+105
543
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104
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544
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200
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545
$4K ﹤0.01%
255
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546
$4K ﹤0.01%
200
547
$4K ﹤0.01%
74
+18
548
$4K ﹤0.01%
+310
549
$4K ﹤0.01%
+27
550
$4K ﹤0.01%
2,410
+1,864
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