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
$165M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.56M
3
+$2.49M
4
DAN icon
Dana Inc
DAN
+$439K
5
HA
Hawaiian Holdings, Inc.
HA
+$431K

Top Sells

1
+$8.95M
2
+$1.9M
3
+$775K
4
GPI icon
Group 1 Automotive
GPI
+$548K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$500K

Sector Composition

1 Technology 8.38%
2 Consumer Staples 7.99%
3 Healthcare 6.97%
4 Financials 5.2%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K 0.02%
407
227
– –
0
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$31K 0.02%
700
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$31K 0.02%
333
230
$30K 0.02%
625
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$29K 0.02%
159
+2
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$28K 0.02%
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$28K 0.02%
164
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234
$28K 0.02%
150
235
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$27K 0.02%
650
237
$27K 0.02%
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$27K 0.02%
459
239
$27K 0.02%
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240
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$26K 0.02%
519
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$26K 0.02%
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$26K 0.02%
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244
$25K 0.02%
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245
$25K 0.02%
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246
$25K 0.02%
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247
$25K 0.02%
150
248
$24K 0.01%
314
249
$24K 0.01%
334
+1
250
$24K 0.01%
500
8 9
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