PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$12.2M
2
+$1.82M
3
+$1.29M
4
BAC icon
Bank of America
BAC
+$1.13M
5
V icon
Visa
V
+$962K

Top Sells

1
+$12.4M
2
+$1.91M
3
+$1.23M
4
AMT icon
American Tower
AMT
+$1.05M
5
EQIX icon
Equinix
EQIX
+$858K

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
301
$23.6K 0.01%
235
-214
302
$23.4K 0.01%
402
303
$22.7K ﹤0.01%
420
-38
304
$22.2K ﹤0.01%
95
-559
305
$21.9K ﹤0.01%
1,050
306
$21.9K ﹤0.01%
243
-10
307
$21.9K ﹤0.01%
236
308
$21.5K ﹤0.01%
100
-8
309
$21.1K ﹤0.01%
154
-2,385
310
$20.8K ﹤0.01%
617
311
$20.7K ﹤0.01%
7
-2
312
$20.5K ﹤0.01%
141
313
$20.4K ﹤0.01%
134
-3,645
314
$20K ﹤0.01%
391
315
$19.3K ﹤0.01%
310
316
$18.8K ﹤0.01%
107
-73
317
$18.5K ﹤0.01%
238
-117
318
$18.4K ﹤0.01%
94
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319
$18.4K ﹤0.01%
173
320
$18.4K ﹤0.01%
116
321
$18.4K ﹤0.01%
1,843
322
$18.3K ﹤0.01%
319
323
$18.1K ﹤0.01%
124
324
$17.9K ﹤0.01%
342
-18
325
$17.6K ﹤0.01%
177
11 12
13
14 15