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
851
$1K ﹤0.01%
+100
852
$1K ﹤0.01%
+35
853
$1K ﹤0.01%
60
+36
854
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+17
855
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+22
856
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+20
857
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+11
858
$1K ﹤0.01%
100
859
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19
860
$1K ﹤0.01%
+49
861
$1K ﹤0.01%
63
862
$1K ﹤0.01%
+25
863
$1K ﹤0.01%
+6
864
$1K ﹤0.01%
68
865
$1K ﹤0.01%
+49
866
$1K ﹤0.01%
41
867
$1K ﹤0.01%
+76
868
$1K ﹤0.01%
+7
869
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32
+27
870
$1K ﹤0.01%
+12
871
$1K ﹤0.01%
+28
872
$1K ﹤0.01%
+33
873
$1K ﹤0.01%
+57
874
$1K ﹤0.01%
500
875
$1K ﹤0.01%
118
33 34
35
36 37