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
751
$1K ﹤0.01%
+18
752
$1K ﹤0.01%
+66
753
$1K ﹤0.01%
+11
754
$1K ﹤0.01%
+21
755
$1K ﹤0.01%
+24
756
$1K ﹤0.01%
+12
757
$1K ﹤0.01%
+39
758
– –
0
759
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100
760
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11
-9
761
$1K ﹤0.01%
+12
762
$1K ﹤0.01%
+65
763
$1K ﹤0.01%
+1
764
$1K ﹤0.01%
+87
765
$1K ﹤0.01%
+11
766
$1K ﹤0.01%
+29
767
$1K ﹤0.01%
+22
768
$1K ﹤0.01%
+100
769
$1K ﹤0.01%
+5
770
$1K ﹤0.01%
+216
771
$1K ﹤0.01%
+35
772
$1K ﹤0.01%
60
+36
773
$1K ﹤0.01%
+17
774
$1K ﹤0.01%
+22
775
$1K ﹤0.01%
+20
29 30
31
32 33