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
676
$2K ﹤0.01%
+43
677
$2K ﹤0.01%
+720
678
$2K ﹤0.01%
+26
679
$2K ﹤0.01%
+22
680
$2K ﹤0.01%
+26
681
$2K ﹤0.01%
495
682
$2K ﹤0.01%
113
+48
683
$2K ﹤0.01%
+500
684
$2K ﹤0.01%
+257
685
$2K ﹤0.01%
+6
686
$2K ﹤0.01%
+62
687
$2K ﹤0.01%
+54
688
$2K ﹤0.01%
75
+55
689
$2K ﹤0.01%
+162
690
$2K ﹤0.01%
60
+36
691
$2K ﹤0.01%
+11
692
$2K ﹤0.01%
+75
693
$2K ﹤0.01%
+289
694
$2K ﹤0.01%
+38
695
$2K ﹤0.01%
+100
696
$2K ﹤0.01%
109
697
$2K ﹤0.01%
+7
698
$2K ﹤0.01%
+120
699
$2K ﹤0.01%
+112
700
$2K ﹤0.01%
+130
26 27
28
29 30