PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $509M
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.69%
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%
+48
652
$2K ﹤0.01%
+50
653
$2K ﹤0.01%
+14
654
$2K ﹤0.01%
+29
655
$2K ﹤0.01%
77
+64
656
$2K ﹤0.01%
95
657
$2K ﹤0.01%
+70
658
$2K ﹤0.01%
+74
659
$2K ﹤0.01%
+10
660
$2K ﹤0.01%
76
-5,054
661
$2K ﹤0.01%
53
662
$2K ﹤0.01%
+25
663
$2K ﹤0.01%
+17
664
$2K ﹤0.01%
240
+224
665
$2K ﹤0.01%
30
+26
666
$2K ﹤0.01%
+8
667
$2K ﹤0.01%
19
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668
$2K ﹤0.01%
1,286
+1,026
669
$2K ﹤0.01%
+127
670
$2K ﹤0.01%
178
671
$2K ﹤0.01%
43
672
$2K ﹤0.01%
+54
673
$2K ﹤0.01%
120
-1,280
674
$2K ﹤0.01%
+110
675
$2K ﹤0.01%
+12
25 26
27
28 29