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
651
$2K ﹤0.01%
+195
652
$2K ﹤0.01%
69
+64
653
$2K ﹤0.01%
102
+64
654
$2K ﹤0.01%
+51
655
$2K ﹤0.01%
+53
656
$2K ﹤0.01%
+38
657
$2K ﹤0.01%
+52
658
$2K ﹤0.01%
75
+55
659
$2K ﹤0.01%
+162
660
$2K ﹤0.01%
60
+36
661
$2K ﹤0.01%
+11
662
$2K ﹤0.01%
+75
663
$2K ﹤0.01%
+48
664
$2K ﹤0.01%
+50
665
$2K ﹤0.01%
+14
666
$2K ﹤0.01%
+29
667
$2K ﹤0.01%
77
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668
$2K ﹤0.01%
95
669
$2K ﹤0.01%
+70
670
$2K ﹤0.01%
+74
671
$2K ﹤0.01%
+10
672
$2K ﹤0.01%
76
-5,054
673
$2K ﹤0.01%
53
674
$2K ﹤0.01%
+25
675
$2K ﹤0.01%
+289
25 26
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