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
626
$2K ﹤0.01%
+35
627
$2K ﹤0.01%
+130
628
$2K ﹤0.01%
+257
629
$2K ﹤0.01%
89
-64,781
630
$2K ﹤0.01%
+107
631
$2K ﹤0.01%
+173
632
$2K ﹤0.01%
+29
633
$2K ﹤0.01%
77
+64
634
$2K ﹤0.01%
+12
635
$2K ﹤0.01%
+23
636
$2K ﹤0.01%
+67
637
$2K ﹤0.01%
38
+10
638
$2K ﹤0.01%
+86
639
$2K ﹤0.01%
+15
640
$2K ﹤0.01%
+136
641
$2K ﹤0.01%
+30
642
$2K ﹤0.01%
40
643
$2K ﹤0.01%
+140
644
$2K ﹤0.01%
275
645
$2K ﹤0.01%
103
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646
$2K ﹤0.01%
79
647
$2K ﹤0.01%
+16
648
$2K ﹤0.01%
+10
649
$2K ﹤0.01%
+72
650
$2K ﹤0.01%
42
+10
24 25
26
27 28