PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $509M
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.69%
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
751
$1K ﹤0.01%
+33
752
$1K ﹤0.01%
+27
753
$1K ﹤0.01%
+8
754
$1K ﹤0.01%
+170
755
$1K ﹤0.01%
+19
756
$1K ﹤0.01%
+35
757
$1K ﹤0.01%
+77
758
$1K ﹤0.01%
+4
759
$1K ﹤0.01%
+50
760
$1K ﹤0.01%
+23
761
$1K ﹤0.01%
+49
762
$1K ﹤0.01%
+5
763
$1K ﹤0.01%
+216
764
$1K ﹤0.01%
+42
765
$1K ﹤0.01%
+47
766
$1K ﹤0.01%
+8
767
$1K ﹤0.01%
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768
$1K ﹤0.01%
18
+10
769
$1K ﹤0.01%
+34
770
$1K ﹤0.01%
+22
771
$1K ﹤0.01%
+16
772
$1K ﹤0.01%
+27
773
$1K ﹤0.01%
+46
774
$1K ﹤0.01%
+7
775
$1K ﹤0.01%
+6
29 30
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32 33