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
676
$2K ﹤0.01%
53
677
$2K ﹤0.01%
+25
678
$2K ﹤0.01%
+289
679
$2K ﹤0.01%
+17
680
$2K ﹤0.01%
+38
681
$2K ﹤0.01%
+100
682
$2K ﹤0.01%
109
683
$2K ﹤0.01%
+7
684
$2K ﹤0.01%
240
+224
685
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31
+27
686
$2K ﹤0.01%
+120
687
$2K ﹤0.01%
+8
688
$2K ﹤0.01%
19
-9
689
$2K ﹤0.01%
1,286
+1,026
690
$2K ﹤0.01%
+127
691
$2K ﹤0.01%
178
692
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43
693
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60
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694
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+110
695
$2K ﹤0.01%
+12
696
$2K ﹤0.01%
+43
697
$2K ﹤0.01%
+720
698
$2K ﹤0.01%
+26
699
$2K ﹤0.01%
+22
700
$2K ﹤0.01%
+26
26 27
28
29 30