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
776
$1K ﹤0.01%
+11
777
$1K ﹤0.01%
100
778
$1K ﹤0.01%
19
779
$1K ﹤0.01%
+49
780
$1K ﹤0.01%
63
781
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+25
782
$1K ﹤0.01%
+6
783
$1K ﹤0.01%
68
784
$1K ﹤0.01%
+49
785
$1K ﹤0.01%
41
786
$1K ﹤0.01%
+19
787
$1K ﹤0.01%
+7
788
$1K ﹤0.01%
32
+27
789
$1K ﹤0.01%
+12
790
$1K ﹤0.01%
+28
791
$1K ﹤0.01%
+33
792
$1K ﹤0.01%
+57
793
$1K ﹤0.01%
500
794
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118
795
$1K ﹤0.01%
+30
796
$1K ﹤0.01%
+19
797
$1K ﹤0.01%
+125
798
$1K ﹤0.01%
+9
799
$1K ﹤0.01%
+8
800
$1K ﹤0.01%
+36
30 31
32
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