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
276
$40.6K 0.01%
776
277
$40.4K 0.01%
685
278
$40.3K 0.01%
346
+40
279
$39.6K 0.01%
115
+30
280
$39.4K 0.01%
183
-94
281
$38.9K 0.01%
343
282
$38.8K 0.01%
270
+118
283
$38.8K 0.01%
410
284
$38.4K 0.01%
175
-1
285
$38.4K 0.01%
109
-4
286
$38.3K 0.01%
545
-43
287
$38.1K 0.01%
334
-48
288
$37.3K 0.01%
330
-20
289
$37.3K 0.01%
1,981
+521
290
$37.2K 0.01%
1,168
-205
291
$36.7K 0.01%
449
292
$36.5K 0.01%
1,800
293
$36.2K 0.01%
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294
$35.4K 0.01%
461
-3,522
295
$34.7K 0.01%
532
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296
$34.4K 0.01%
386
297
$34K 0.01%
380
298
$33.9K 0.01%
1,686
-1
299
$33.5K 0.01%
1,000
300
$32.8K 0.01%
208
10 11
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