PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Fund
S&P 500
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%
+24
577
$3K ﹤0.01%
46
+3
578
$3K ﹤0.01%
129
-3,963
579
$3K ﹤0.01%
+57
580
$3K ﹤0.01%
87
581
$3K ﹤0.01%
20
582
$3K ﹤0.01%
+16
583
$3K ﹤0.01%
+9
584
$3K ﹤0.01%
1,013
+1,000
585
$3K ﹤0.01%
+205
586
$3K ﹤0.01%
+72
587
$3K ﹤0.01%
+100
588
$3K ﹤0.01%
405
+375
589
$3K ﹤0.01%
+43
590
$3K ﹤0.01%
114
+81
591
$3K ﹤0.01%
+31
592
$3K ﹤0.01%
20
+9
593
$3K ﹤0.01%
180
594
$3K ﹤0.01%
+22
595
$3K ﹤0.01%
41
+9
596
$3K ﹤0.01%
76
597
$3K ﹤0.01%
+66
598
$3K ﹤0.01%
+67
599
$3K ﹤0.01%
+179
600
$3K ﹤0.01%
110
+98
22 23
24
25 26