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
601
$3K ﹤0.01%
110
+98
602
$3K ﹤0.01%
+22
603
$3K ﹤0.01%
+47
604
$3K ﹤0.01%
+104
605
$3K ﹤0.01%
62
-19
606
$3K ﹤0.01%
+44
607
$3K ﹤0.01%
+28
608
$3K ﹤0.01%
+48
609
$3K ﹤0.01%
+21
610
$2K ﹤0.01%
+30
611
$2K ﹤0.01%
+12
612
$2K ﹤0.01%
+23
613
$2K ﹤0.01%
+9
614
$2K ﹤0.01%
+67
615
$2K ﹤0.01%
38
+10
616
$2K ﹤0.01%
+86
617
$2K ﹤0.01%
+15
618
$2K ﹤0.01%
489
+78
619
$2K ﹤0.01%
+108
620
$2K ﹤0.01%
+19
621
$2K ﹤0.01%
+136
622
$2K ﹤0.01%
+22
623
$2K ﹤0.01%
200
624
$2K ﹤0.01%
+23
625
$2K ﹤0.01%
+14
23 24
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