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
251
$25K 0.01%
220
252
$25K 0.01%
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$25K 0.01%
200
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335
+1
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$25K 0.01%
310
+235
256
$24K 0.01%
292
+6
257
$24K 0.01%
174
258
$24K 0.01%
314
259
$24K 0.01%
1,423
+14
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$23K 0.01%
283
261
$23K 0.01%
+256
262
$23K 0.01%
256
263
$23K 0.01%
447
264
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1,843
265
$23K 0.01%
+250
266
$23K 0.01%
203
+55
267
$22K 0.01%
186
+17
268
$22K 0.01%
200
269
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140
270
$22K 0.01%
1,800
271
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200
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$22K 0.01%
245
273
$21K 0.01%
516
274
$21K 0.01%
+125
275
$20K 0.01%
272
+14
9 10
11
12 13