PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
926
$1K ﹤0.01%
5
927
$1K ﹤0.01%
+16
928
$1K ﹤0.01%
23
929
$1K ﹤0.01%
+42
930
$1K ﹤0.01%
29
931
$1K ﹤0.01%
11
932
$1K ﹤0.01%
+52
933
$1K ﹤0.01%
20
934
$1K ﹤0.01%
23
935
$1K ﹤0.01%
+43
936
$1K ﹤0.01%
7
937
$1K ﹤0.01%
28
938
$1K ﹤0.01%
+100
939
$1K ﹤0.01%
+12
940
$1K ﹤0.01%
5
941
$1K ﹤0.01%
15
942
$1K ﹤0.01%
57
943
$1K ﹤0.01%
90
944
$1K ﹤0.01%
5
-2
945
$1K ﹤0.01%
3
946
$1K ﹤0.01%
3
947
$1K ﹤0.01%
99
948
$1K ﹤0.01%
36
949
$1K ﹤0.01%
18
950
$1K ﹤0.01%
8
36 37
38
39 40