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
801
$1K ﹤0.01%
+65
802
$1K ﹤0.01%
+1
803
$1K ﹤0.01%
+87
804
$1K ﹤0.01%
+11
805
$1K ﹤0.01%
+6
806
$1K ﹤0.01%
68
807
$1K ﹤0.01%
+49
808
$1K ﹤0.01%
44
+35
809
$1K ﹤0.01%
+42
810
$1K ﹤0.01%
+12
811
$1K ﹤0.01%
+27
812
$1K ﹤0.01%
+27
813
$1K ﹤0.01%
+13
814
$1K ﹤0.01%
+27
815
$1K ﹤0.01%
18
+10
816
$1K ﹤0.01%
+34
817
$1K ﹤0.01%
+22
818
$1K ﹤0.01%
+16
819
$1K ﹤0.01%
+27
820
$1K ﹤0.01%
+46
821
$1K ﹤0.01%
+7
822
$1K ﹤0.01%
+6
823
$1K ﹤0.01%
+20
824
$1K ﹤0.01%
+15
825
$1K ﹤0.01%
+78
31 32
33
34 35