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
726
$1K ﹤0.01%
500
727
$1K ﹤0.01%
+15
728
$1K ﹤0.01%
+6
729
$1K ﹤0.01%
+19
730
$1K ﹤0.01%
+34
731
$1K ﹤0.01%
+18
732
$1K ﹤0.01%
+140
733
$1K ﹤0.01%
+191
734
$1K ﹤0.01%
+11
735
$1K ﹤0.01%
19
-94
736
$1K ﹤0.01%
+31
737
$1K ﹤0.01%
+9
738
$1K ﹤0.01%
+55
739
$1K ﹤0.01%
+60
740
$1K ﹤0.01%
+55
741
$1K ﹤0.01%
+12
742
$1K ﹤0.01%
+63
743
$1K ﹤0.01%
183
+75
744
$1K ﹤0.01%
+64
745
$1K ﹤0.01%
+114
746
$1K ﹤0.01%
+29
747
$1K ﹤0.01%
+41
748
$1K ﹤0.01%
+5
749
$1K ﹤0.01%
+10
750
$1K ﹤0.01%
+19
28 29
30
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