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
851
$1K ﹤0.01%
+23
852
$1K ﹤0.01%
+81
853
$1K ﹤0.01%
351
854
$1K ﹤0.01%
+13
855
$1K ﹤0.01%
+26
856
$1K ﹤0.01%
+34
857
$1K ﹤0.01%
+18
858
$1K ﹤0.01%
+140
859
$1K ﹤0.01%
+191
860
$1K ﹤0.01%
+11
861
$1K ﹤0.01%
19
-94
862
$1K ﹤0.01%
+31
863
$1K ﹤0.01%
+55
864
$1K ﹤0.01%
+60
865
$1K ﹤0.01%
+10
866
$1K ﹤0.01%
+55
867
$1K ﹤0.01%
+12
868
$1K ﹤0.01%
+63
869
$1K ﹤0.01%
183
+75
870
$1K ﹤0.01%
+64
871
$1K ﹤0.01%
+114
872
$1K ﹤0.01%
+29
873
$1K ﹤0.01%
+41
874
$1K ﹤0.01%
+5
875
$1K ﹤0.01%
+10
33 34
35
36 37