PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Fund
S&P 500
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
726
$1K ﹤0.01%
+23
727
$1K ﹤0.01%
+166
728
$1K ﹤0.01%
+30
729
$1K ﹤0.01%
+44
730
$1K ﹤0.01%
+7
731
$1K ﹤0.01%
+14
732
$1K ﹤0.01%
+32
733
$1K ﹤0.01%
+5
734
$1K ﹤0.01%
+76
735
$1K ﹤0.01%
65
+14
736
$1K ﹤0.01%
+12
737
$1K ﹤0.01%
+121
738
$1K ﹤0.01%
+27
739
$1K ﹤0.01%
+13
740
$1K ﹤0.01%
+63
741
$1K ﹤0.01%
+21
742
$1K ﹤0.01%
+33
743
$1K ﹤0.01%
+188
744
$1K ﹤0.01%
+42
745
$1K ﹤0.01%
+24
746
$1K ﹤0.01%
351
747
$1K ﹤0.01%
+13
748
$1K ﹤0.01%
+11
749
$1K ﹤0.01%
+14
750
$1K ﹤0.01%
+31
28 29
30
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