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
576
$3K ﹤0.01%
+32
577
$3K ﹤0.01%
+24
578
$3K ﹤0.01%
46
+3
579
$3K ﹤0.01%
129
-3,963
580
$3K ﹤0.01%
+57
581
$3K ﹤0.01%
87
582
$3K ﹤0.01%
20
583
$3K ﹤0.01%
+16
584
$3K ﹤0.01%
+9
585
$3K ﹤0.01%
1,013
+1,000
586
$3K ﹤0.01%
+205
587
$3K ﹤0.01%
+72
588
$3K ﹤0.01%
+100
589
$3K ﹤0.01%
405
+375
590
$3K ﹤0.01%
+43
591
$3K ﹤0.01%
114
+81
592
$3K ﹤0.01%
+31
593
$3K ﹤0.01%
20
+9
594
$3K ﹤0.01%
180
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
22 23
24
25 26