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
251
$55.3K 0.01%
2,656
252
$54.9K 0.01%
319
-1,364
253
$53.3K 0.01%
799
-4,246
254
$53K 0.01%
731
-27
255
$50.9K 0.01%
931
256
$50.3K 0.01%
222
-15
257
$50.2K 0.01%
447
258
$49.5K 0.01%
844
259
$49.3K 0.01%
539
+5
260
$48.6K 0.01%
581
-59
261
$47.9K 0.01%
192
-853
262
$45.9K 0.01%
215
-2,181
263
$45.8K 0.01%
850
264
$45.6K 0.01%
1,333
265
$45.3K 0.01%
611
-1,353
266
$45.1K 0.01%
5,732
267
$44.7K 0.01%
1,356
268
$44.6K 0.01%
451
-5,181
269
$44.5K 0.01%
854
270
$44K 0.01%
937
-4,161
271
$43.9K 0.01%
812
-15
272
$43.8K 0.01%
750
273
$43K 0.01%
1,074
274
$42.3K 0.01%
296
-2
275
$41.6K 0.01%
500
9 10
11
12 13