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
$419M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$2.02M
3
+$1.51M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.02M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$808K

Top Sells

1
+$3.95M
2
+$3.25M
3
+$1.01M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$643K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$414K

Sector Composition

1 Technology 10.04%
2 Consumer Staples 4.76%
3 Communication Services 3.68%
4 Healthcare 3.46%
5 Financials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
35
852
$2K ﹤0.01%
3
853
$1K ﹤0.01%
+34
854
$1K ﹤0.01%
5
855
$1K ﹤0.01%
+18
856
$1K ﹤0.01%
7
857
$1K ﹤0.01%
27
858
$1K ﹤0.01%
33
859
$1K ﹤0.01%
2
860
$1K ﹤0.01%
20
861
$1K ﹤0.01%
9
862
$1K ﹤0.01%
3
863
$1K ﹤0.01%
5
864
$1K ﹤0.01%
12
865
$1K ﹤0.01%
11
-3
866
$1K ﹤0.01%
19
867
$1K ﹤0.01%
49
868
$1K ﹤0.01%
75
869
$1K ﹤0.01%
70
870
$1K ﹤0.01%
64
871
$1K ﹤0.01%
11
872
$1K ﹤0.01%
+5
873
$1K ﹤0.01%
27
874
$1K ﹤0.01%
15
875
$1K ﹤0.01%
21
33 34
35
36 37