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
751
$1K ﹤0.01%
+44
752
$1K ﹤0.01%
+7
753
$1K ﹤0.01%
+14
754
$1K ﹤0.01%
+32
755
$1K ﹤0.01%
+5
756
$1K ﹤0.01%
+76
757
$1K ﹤0.01%
65
+14
758
$1K ﹤0.01%
+12
759
$1K ﹤0.01%
+121
760
$1K ﹤0.01%
+63
761
$1K ﹤0.01%
+21
762
$1K ﹤0.01%
+33
763
$1K ﹤0.01%
+7
764
$1K ﹤0.01%
+17
765
$1K ﹤0.01%
+16
766
$1K ﹤0.01%
+9
767
$1K ﹤0.01%
+188
768
$1K ﹤0.01%
+42
769
$1K ﹤0.01%
+45
770
$1K ﹤0.01%
+8
771
$1K ﹤0.01%
34
+1
772
$1K ﹤0.01%
+46
773
$1K ﹤0.01%
+6
774
$1K ﹤0.01%
+6
775
$1K ﹤0.01%
+14
29 30
31
32 33