PRW Wealth Management LLC: summary

PRW Wealth Management LLC reported 106 positions with a reported value of $262.30M in its 13F for Q3 2023. Compared with Q2 2023: 40 new positions, 12 exited.

Top positions

• ISHARES CORE S&P 500 ETF
• VANGUARD MORNINGSTAR GROWTH ETF
• ISHARES MSCI EAFE ETF
• INVSC QQQ TRUST SRS 1 ETF
• VANGUARD MORNINGSTAR VALUE ETF
• PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
• ISHARES CORE U.S. AGGREGATE BOND ETF
• FIRST TR EXCHNG TRADED FD VI
• JPMORGAN ULTRA-SHORT INCOME ETF
• VANGUARD FTSE ALL-WORLD EX-US INDEX FUND