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
176
$53K 0.02%
269
+238
177
$53K 0.02%
+341
178
$51K 0.02%
545
+485
179
$49K 0.02%
5,216
+4,965
180
$49K 0.02%
362
+45
181
$49K 0.02%
426
+144
182
$48K 0.02%
400
+115
183
$45K 0.02%
359
+42
184
$45K 0.02%
554
+69
185
$44K 0.02%
4,231
+99
186
$44K 0.02%
326
+42
187
$44K 0.02%
339
188
$43K 0.02%
352
+322
189
$43K 0.02%
303
+275
190
$42K 0.02%
375
+327
191
$42K 0.02%
1,081
+931
192
$42K 0.02%
666
-837
193
$42K 0.02%
1,791
+1,784
194
$42K 0.02%
720
+680
195
$41K 0.02%
352
+152
196
$40K 0.02%
864
+779
197
$40K 0.02%
473
+273
198
$40K 0.02%
2,831
+2,711
199
$40K 0.02%
844
+266
200
$40K 0.02%
615
+15
6 7
8
9 10