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
826
$1K ﹤0.01%
+39
827
$1K ﹤0.01%
+19
828
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+16
829
$1K ﹤0.01%
+109
830
$1K ﹤0.01%
124
+76
831
$1K ﹤0.01%
+15
832
$1K ﹤0.01%
+144
833
$1K ﹤0.01%
+24
834
$1K ﹤0.01%
+16
835
$1K ﹤0.01%
+20
836
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+9
837
$1K ﹤0.01%
70
+55
838
$1K ﹤0.01%
+20
839
$1K ﹤0.01%
37
-26,760
840
$1K ﹤0.01%
+15
841
$1K ﹤0.01%
+32
842
$1K ﹤0.01%
5
+1
843
$1K ﹤0.01%
10
-8
844
$1K ﹤0.01%
+8
845
$1K ﹤0.01%
+170
846
$1K ﹤0.01%
+19
847
$1K ﹤0.01%
+35
848
$1K ﹤0.01%
+77
849
$1K ﹤0.01%
+4
850
$1K ﹤0.01%
+50
32 33
34
35 36