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
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%
+6
611
$2K ﹤0.01%
+62
612
$2K ﹤0.01%
+54
613
$2K ﹤0.01%
+11
614
$2K ﹤0.01%
+54
615
$2K ﹤0.01%
+112
616
$2K ﹤0.01%
+130
617
$2K ﹤0.01%
+9
618
$2K ﹤0.01%
34
-57
619
$2K ﹤0.01%
489
+78
620
$2K ﹤0.01%
+108
621
$2K ﹤0.01%
+19
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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