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
276
$20K 0.01%
171
-225
277
$20K 0.01%
+14,788
278
$20K 0.01%
1,312
279
$20K 0.01%
436
280
$20K 0.01%
218
+17
281
$20K 0.01%
203
282
$20K 0.01%
200
283
$19K 0.01%
166
-200
284
$19K 0.01%
436
285
$19K 0.01%
240
286
$19K 0.01%
159
287
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200
288
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289
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164
290
$18K 0.01%
200
291
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292
$18K 0.01%
240
293
$18K 0.01%
2,011
294
$18K 0.01%
300
295
$18K 0.01%
236
296
$17K 0.01%
322
297
$17K 0.01%
600
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298
$16K 0.01%
1,028
299
$16K 0.01%
+1,123
300
$16K 0.01%
420
10 11
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