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
276
$28.9K 0.01%
579
-115
277
$28.5K 0.01%
127
278
$28.5K 0.01%
240
279
$28.4K 0.01%
1,000
-8,786
280
$28.3K 0.01%
846
-8,791
281
$28.2K 0.01%
875
-10,071
282
$28.2K 0.01%
69
283
$28.1K 0.01%
410
284
$28.1K 0.01%
1,800
285
$27.6K 0.01%
126
286
$27.5K 0.01%
625
287
$27.5K 0.01%
429
288
$27.3K 0.01%
324
+4
289
$27.3K 0.01%
73
-255
290
$27.1K 0.01%
406
291
$26.9K 0.01%
202
292
$26.7K 0.01%
250
293
$26.4K 0.01%
375
-75
294
$25.4K 0.01%
1,010
295
$25.2K 0.01%
2,008
-1,602
296
$24.8K 0.01%
110
-13
297
$23.9K 0.01%
1,451
+45
298
$23.9K 0.01%
83
-1,905
299
$23.8K 0.01%
420
300
$23.7K 0.01%
42
-315
10 11
12
13 14