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
$421M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.2M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.79M
5
LIN icon
Linde
LIN
+$2.34M

Top Sells

1
+$11M
2
+$9.96M
3
+$5.29M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
PEP icon
PepsiCo
PEP
+$1.34M

Sector Composition

1 Technology 10.81%
2 Consumer Staples 4.51%
3 Healthcare 3.95%
4 Communication Services 3.82%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$78.4K 0.02%
688
-37
227
$76.1K 0.02%
575
+10
228
$75.2K 0.02%
1,763
-762
229
$73.5K 0.02%
400
230
$73.4K 0.02%
465
-65
231
$71.7K 0.02%
162
-14
232
$71.3K 0.02%
411
-1,415
233
$69.2K 0.02%
50
234
$68.8K 0.02%
2,595
-460
235
$68.6K 0.02%
395
+52
236
$67.6K 0.02%
600
237
$67.2K 0.02%
614
+3
238
$66.9K 0.02%
2,002
-999
239
$66.9K 0.02%
570
-51
240
$65.8K 0.02%
1,614
241
$64.7K 0.02%
421
-19
242
$64.1K 0.02%
1,022
-2,274
243
$63.2K 0.02%
323
244
$62.1K 0.01%
615
245
$61.7K 0.01%
1,995
+2
246
$61.6K 0.01%
1,379
+100
247
$61.6K 0.01%
681
-1
248
$61.3K 0.01%
643
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249
$60.2K 0.01%
623
250
$58.3K 0.01%
131
-2
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10
11 12