PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$4.82M
2
+$1.93M
3
+$1.51M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.02M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$810K

Top Sells

1
+$3.85M
2
+$3.28M
3
+$959K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$633K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$415K

Sector Composition

1 Technology 9.98%
2 Consumer Staples 4.76%
3 Communication Services 3.68%
4 Healthcare 3.46%
5 Financials 2.69%
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
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+18
856
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857
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858
$1K ﹤0.01%
33
859
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11
860
$1K ﹤0.01%
+5
861
$1K ﹤0.01%
27
862
$1K ﹤0.01%
15
863
$1K ﹤0.01%
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864
$1K ﹤0.01%
16
865
$1K ﹤0.01%
46
-730
866
$1K ﹤0.01%
5
867
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5
868
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9
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869
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4
870
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871
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20
872
$1K ﹤0.01%
9
873
$1K ﹤0.01%
3
874
$1K ﹤0.01%
5
875
$1K ﹤0.01%
12
33 34
35
36 37