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
$463M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.81M
3
+$1.33M
4
BAC icon
Bank of America
BAC
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Top Sells

1
+$12.4M
2
+$1.97M
3
+$1.25M
4
AMT icon
American Tower
AMT
+$1.1M
5
EQIX icon
Equinix
EQIX
+$856K

Sector Composition

1 Technology 11.68%
2 Financials 5.56%
3 Communication Services 4.85%
4 Consumer Staples 4.84%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47.9K 0.01%
223
227
$47.6K 0.01%
607
-41
228
$46.3K 0.01%
776
229
$45.9K 0.01%
288
+150
230
$45.2K 0.01%
425
231
$45.1K 0.01%
1,450
-4,643
232
$44.9K 0.01%
710
+16
233
$44.4K 0.01%
841
-10,015
234
$43.7K 0.01%
1,333
235
$42.5K 0.01%
386
-20
236
$42.2K 0.01%
5,951
+181
237
$41.6K 0.01%
240
-99
238
$41.5K 0.01%
143
239
$41.5K 0.01%
406
-205
240
$41.2K 0.01%
850
241
$40.9K 0.01%
647
242
$40.7K 0.01%
1,685
-1
243
$40.6K 0.01%
253
244
$40.4K 0.01%
312
245
$40K 0.01%
102
246
$39.9K 0.01%
303
+1
247
$38.5K 0.01%
663
-193
248
$38.5K 0.01%
318
249
$37.6K 0.01%
365
250
$37K 0.01%
126
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8 9
10
11 12