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
851
$1K ﹤0.01%
60
+36
852
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+17
853
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+22
854
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+20
855
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856
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100
857
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858
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859
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860
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+25
861
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862
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68
863
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+49
864
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41
865
$1K ﹤0.01%
+19
866
$1K ﹤0.01%
+7
867
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32
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868
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+12
869
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+28
870
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+33
871
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+57
872
$1K ﹤0.01%
500
873
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118
874
$1K ﹤0.01%
+30
875
$1K ﹤0.01%
+19
33 34
35
36 37