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
926
$1K ﹤0.01%
12
927
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928
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87
929
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9
930
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5
931
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932
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933
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934
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935
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936
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937
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938
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939
$1K ﹤0.01%
+43
940
$1K ﹤0.01%
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941
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942
$1K ﹤0.01%
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943
$1K ﹤0.01%
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945
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946
$1K ﹤0.01%
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947
$1K ﹤0.01%
90
948
$1K ﹤0.01%
5
-2
949
$1K ﹤0.01%
3
950
$1K ﹤0.01%
3
36 37
38
39 40