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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.02%
118
+8
227
$33K 0.02%
1,265
228
$33K 0.02%
700
229
$32K 0.02%
260
230
$32K 0.02%
578
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231
$32K 0.02%
700
232
$32K 0.02%
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233
$32K 0.02%
407
234
$31K 0.02%
175
235
$31K 0.02%
1,190
-14,545
236
$30K 0.02%
333
237
$30K 0.02%
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238
$29K 0.02%
+2,194
239
$29K 0.02%
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240
$29K 0.02%
467
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241
$28K 0.02%
519
242
$28K 0.02%
1,494
243
$28K 0.02%
650
244
$27K 0.02%
625
245
$27K 0.02%
400
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246
$27K 0.02%
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1,265
248
$26K 0.02%
205
249
$25K 0.01%
256
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250
$25K 0.01%
500
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10
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