PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
+4.79%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$398M
AUM Growth
+$14.2M
(+3.7%)
Cap. Flow
-$4.6M
Cap. Flow
% of AUM
-1.16%
Top 10 Holdings %
Top 10 Hldgs %
53.2%
Holding
1,180
New
36
Increased
220
Reduced
301
Closed
130
Top Buys
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$22.5M |
| 2 |
Vanguard Total Bond Market
BND
|
+$21.8M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$10.3M |
| 4 |
Procter & Gamble
PG
|
+$1.8M |
| 5 |
UnitedHealth
UNH
|
+$1.3M |
Top Sells
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$21.1M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$21M |
| 3 |
Invesco Total Return Bond ETF
GTO
|
+$11.2M |
| 4 |
Apple
AAPL
|
+$3.09M |
| 5 |
Microsoft
MSFT
|
+$2.95M |
Sector Composition
| 1 | Technology | 9.52% |
| 2 | Consumer Staples | 7.57% |
| 3 | Healthcare | 6.54% |
| 4 | Financials | 2.97% |
| 5 | Consumer Discretionary | 2.12% |
