PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $518M
1-Year Est. Return 13.43%
This Fund
S&P 500
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
776
$1K ﹤0.01%
+16
777
$1K ﹤0.01%
+109
778
$1K ﹤0.01%
+7
779
$1K ﹤0.01%
+17
780
$1K ﹤0.01%
+16
781
$1K ﹤0.01%
124
+76
782
$1K ﹤0.01%
+15
783
$1K ﹤0.01%
+144
784
$1K ﹤0.01%
+16
785
$1K ﹤0.01%
+20
786
$1K ﹤0.01%
+15
787
$1K ﹤0.01%
+9
788
$1K ﹤0.01%
70
+55
789
$1K ﹤0.01%
+20
790
$1K ﹤0.01%
37
-26,760
791
$1K ﹤0.01%
+15
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$1K ﹤0.01%
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$1K ﹤0.01%
5
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10
-8
795
$1K ﹤0.01%
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796
$1K ﹤0.01%
+170
797
$1K ﹤0.01%
+19
798
$1K ﹤0.01%
+77
799
$1K ﹤0.01%
+4
800
$1K ﹤0.01%
+50
30 31
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