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
701
$2K ﹤0.01%
495
702
$2K ﹤0.01%
113
+48
703
$2K ﹤0.01%
+500
704
$1K ﹤0.01%
+10
705
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5
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10
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709
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710
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711
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+77
712
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713
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+50
714
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+23
715
$1K ﹤0.01%
+81
716
$1K ﹤0.01%
351
717
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719
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720
$1K ﹤0.01%
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721
$1K ﹤0.01%
+60
722
$1K ﹤0.01%
53
-5,640
723
$1K ﹤0.01%
+39
724
$1K ﹤0.01%
+64
725
$1K ﹤0.01%
+10
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