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
776
$1K ﹤0.01%
+31
777
$1K ﹤0.01%
200
778
$1K ﹤0.01%
+23
779
$1K ﹤0.01%
+52
780
$1K ﹤0.01%
+166
781
$1K ﹤0.01%
+30
782
$1K ﹤0.01%
+15
783
$1K ﹤0.01%
+49
784
$1K ﹤0.01%
59
+47
785
$1K ﹤0.01%
+60
786
$1K ﹤0.01%
53
-5,640
787
$1K ﹤0.01%
+39
788
$1K ﹤0.01%
+64
789
$1K ﹤0.01%
+10
790
$1K ﹤0.01%
500
791
$1K ﹤0.01%
+15
792
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795
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797
$1K ﹤0.01%
11
798
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100
799
$1K ﹤0.01%
11
-9
800
$1K ﹤0.01%
+12
30 31
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