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
301
$32.7K 0.01%
386
-5
302
$32.5K 0.01%
510
303
$32.4K 0.01%
62
-1,124
304
$32.3K 0.01%
647
-2
305
$31.9K 0.01%
253
306
$31.9K 0.01%
394
307
$31.7K 0.01%
502
308
$31.3K 0.01%
215
309
$30.7K 0.01%
1,400
310
$30.5K 0.01%
365
311
$30.4K 0.01%
714
+8
312
$30.2K 0.01%
700
313
$30K 0.01%
153
-1,361
314
$29.7K 0.01%
73
-2
315
$29.2K 0.01%
260
-45
316
$29.2K 0.01%
312
317
$28.8K 0.01%
499
318
$28.3K 0.01%
314
319
$27.8K 0.01%
219
-4
320
$27.8K 0.01%
277
321
$27.7K 0.01%
430
322
$27.6K 0.01%
625
323
$27.3K 0.01%
163
-4
324
$27.1K 0.01%
428
+5
325
$27.1K 0.01%
275
-13
11 12
13
14 15