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
801
$1K ﹤0.01%
31
-9,820
802
$1K ﹤0.01%
+20
803
$1K ﹤0.01%
+21
804
$1K ﹤0.01%
+20
805
$1K ﹤0.01%
+36
806
$1K ﹤0.01%
20
-16,490
807
$1K ﹤0.01%
46
-11,583
808
$1K ﹤0.01%
+27
809
$1K ﹤0.01%
+5
810
$1K ﹤0.01%
44
+35
811
$1K ﹤0.01%
+130
812
$1K ﹤0.01%
+2
813
$1K ﹤0.01%
+16
814
$1K ﹤0.01%
137
815
$1K ﹤0.01%
+82
816
$1K ﹤0.01%
+14
817
$1K ﹤0.01%
+188
818
$1K ﹤0.01%
+42
819
$1K ﹤0.01%
+45
820
$1K ﹤0.01%
+8
821
$1K ﹤0.01%
+71
822
$1K ﹤0.01%
+15
823
$1K ﹤0.01%
50
824
$1K ﹤0.01%
50
825
$1K ﹤0.01%
+27
31 32
33
34 35