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
726
$1K ﹤0.01%
+20
727
$1K ﹤0.01%
+21
728
$1K ﹤0.01%
+20
729
$1K ﹤0.01%
+36
730
$1K ﹤0.01%
20
-16,490
731
$1K ﹤0.01%
46
-11,583
732
$1K ﹤0.01%
+27
733
$1K ﹤0.01%
+5
734
$1K ﹤0.01%
+130
735
$1K ﹤0.01%
+2
736
$1K ﹤0.01%
+16
737
$1K ﹤0.01%
137
738
$1K ﹤0.01%
+82
739
$1K ﹤0.01%
+71
740
$1K ﹤0.01%
+15
741
$1K ﹤0.01%
50
742
$1K ﹤0.01%
50
743
$1K ﹤0.01%
+27
744
$1K ﹤0.01%
+19
745
$1K ﹤0.01%
+61
746
$1K ﹤0.01%
+16
747
$1K ﹤0.01%
+33
748
$1K ﹤0.01%
7
+3
749
$1K ﹤0.01%
+61
750
$1K ﹤0.01%
+65
28 29
30
31 32