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
801
$1K ﹤0.01%
+23
802
$1K ﹤0.01%
+81
803
$1K ﹤0.01%
+26
804
$1K ﹤0.01%
+49
805
$1K ﹤0.01%
59
+47
806
$1K ﹤0.01%
+60
807
$1K ﹤0.01%
53
-5,640
808
$1K ﹤0.01%
+39
809
$1K ﹤0.01%
+6
810
$1K ﹤0.01%
+19
811
$1K ﹤0.01%
+34
812
$1K ﹤0.01%
+18
813
$1K ﹤0.01%
+140
814
$1K ﹤0.01%
+191
815
$1K ﹤0.01%
+11
816
$1K ﹤0.01%
19
-94
817
$1K ﹤0.01%
+31
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$1K ﹤0.01%
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819
$1K ﹤0.01%
+55
820
$1K ﹤0.01%
+60
821
$1K ﹤0.01%
+10
822
$1K ﹤0.01%
+55
823
$1K ﹤0.01%
+12
824
$1K ﹤0.01%
+63
825
$1K ﹤0.01%
183
+75
31 32
33
34 35