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
551
$4K ﹤0.01%
+99
552
$4K ﹤0.01%
+36
553
$4K ﹤0.01%
380
-320
554
$3K ﹤0.01%
180
555
$3K ﹤0.01%
+24
556
$3K ﹤0.01%
46
+3
557
$3K ﹤0.01%
129
-3,963
558
$3K ﹤0.01%
+98
559
$3K ﹤0.01%
+100
560
$3K ﹤0.01%
+30
561
$3K ﹤0.01%
+60
562
$3K ﹤0.01%
82
+51
563
$3K ﹤0.01%
+96
564
$3K ﹤0.01%
+13
565
$3K ﹤0.01%
+41
566
$3K ﹤0.01%
30
+27
567
$3K ﹤0.01%
+42
568
$3K ﹤0.01%
+102
569
$3K ﹤0.01%
134
+30
570
$3K ﹤0.01%
97
571
$3K ﹤0.01%
63
-116
572
$3K ﹤0.01%
+179
573
$3K ﹤0.01%
76
-7,855
574
$3K ﹤0.01%
46
+43
575
$3K ﹤0.01%
+219
21 22
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