PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$35.7M
2
+$34.6M
3
+$31.1M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$14.3M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.67M

Top Sells

1
+$35.8M
2
+$7.15M
3
+$3.35M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.84M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$1.59M

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
551
$4K ﹤0.01%
+99
552
$4K ﹤0.01%
+36
553
$4K ﹤0.01%
380
-320
554
$3K ﹤0.01%
+98
555
$3K ﹤0.01%
+100
556
$3K ﹤0.01%
+30
557
$3K ﹤0.01%
+60
558
$3K ﹤0.01%
82
+51
559
$3K ﹤0.01%
+96
560
$3K ﹤0.01%
+13
561
$3K ﹤0.01%
+41
562
$3K ﹤0.01%
30
+27
563
$3K ﹤0.01%
+42
564
$3K ﹤0.01%
+102
565
$3K ﹤0.01%
134
+30
566
$3K ﹤0.01%
97
567
$3K ﹤0.01%
63
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568
$3K ﹤0.01%
+179
569
$3K ﹤0.01%
76
-7,855
570
$3K ﹤0.01%
46
+43
571
$3K ﹤0.01%
+219
572
$3K ﹤0.01%
+41
573
$3K ﹤0.01%
+79
574
$3K ﹤0.01%
+44
575
$3K ﹤0.01%
+217
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