PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $509M
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.69%
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
826
$1K ﹤0.01%
183
+75
827
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+64
828
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+114
829
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+29
830
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+41
831
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+5
832
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+10
833
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+19
834
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835
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+66
836
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+11
837
$1K ﹤0.01%
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838
$1K ﹤0.01%
+24
839
$1K ﹤0.01%
+12
840
$1K ﹤0.01%
+39
841
– –
0
842
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100
843
$1K ﹤0.01%
11
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844
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+12
845
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+65
846
$1K ﹤0.01%
+1
847
$1K ﹤0.01%
+87
848
$1K ﹤0.01%
+11
849
$1K ﹤0.01%
+29
850
$1K ﹤0.01%
+22
32 33
34
35 36