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
576
$3K ﹤0.01%
+41
577
$3K ﹤0.01%
+79
578
$3K ﹤0.01%
+44
579
$3K ﹤0.01%
+217
580
$3K ﹤0.01%
+32
581
$3K ﹤0.01%
+57
582
$3K ﹤0.01%
87
583
$3K ﹤0.01%
20
584
$3K ﹤0.01%
+16
585
$3K ﹤0.01%
+9
586
$3K ﹤0.01%
1,013
+1,000
587
$3K ﹤0.01%
+205
588
$3K ﹤0.01%
+72
589
$3K ﹤0.01%
+100
590
$3K ﹤0.01%
405
+375
591
$3K ﹤0.01%
+43
592
$3K ﹤0.01%
114
+81
593
$3K ﹤0.01%
+31
594
$3K ﹤0.01%
20
+9
595
$3K ﹤0.01%
+22
596
$3K ﹤0.01%
41
+9
597
$3K ﹤0.01%
76
598
$3K ﹤0.01%
+66
599
$3K ﹤0.01%
+67
600
$3K ﹤0.01%
+179
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