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
251
$36.1K 0.01%
77
-15
252
$35.8K 0.01%
35
-263
253
$35.7K 0.01%
9
254
$35.4K 0.01%
45
255
$35.2K 0.01%
200
256
$35.1K 0.01%
451
-1,840
257
$35K 0.01%
135
-41
258
$34.6K 0.01%
486
+21
259
$34.5K 0.01%
639
-275
260
$34.5K 0.01%
1,400
261
$33.8K 0.01%
61
+6
262
$33.7K 0.01%
255
-342
263
$33.4K 0.01%
75
264
$33.4K 0.01%
314
265
$33K 0.01%
1,765
+90
266
$32.8K 0.01%
650
267
$32.6K 0.01%
318
-55
268
$32.6K 0.01%
106
269
$31.8K 0.01%
210
270
$31K 0.01%
322
-23
271
$30.8K 0.01%
82
272
$30.1K 0.01%
219
273
$29.7K 0.01%
304
-5,232
274
$29.3K 0.01%
1,379
275
$29.1K 0.01%
220
9 10
11
12 13