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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$1.48M
3 +$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$29.8K 0.01%
+100
302
$29.8K 0.01%
329
+5
303
$29.8K 0.01%
410
304
$29.7K 0.01%
625
305
$29.2K 0.01%
846
306
$29.2K 0.01%
35
307
$29K 0.01%
163
-3,157
308
$29K 0.01%
429
309
$28.8K 0.01%
375
310
$27.8K 0.01%
126
311
$27.4K 0.01%
737
+650
312
$27.1K 0.01%
235
313
$26.6K 0.01%
402
314
$26.3K 0.01%
1,451
315
$26.2K 0.01%
+71
316
$26K 0.01%
310
317
$25.9K 0.01%
420
318
$25.5K 0.01%
1,010
319
$24.9K 0.01%
1,216
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320
$24.8K 0.01%
246
+3
321
$24.8K 0.01%
579
-7,747
322
$24.8K 0.01%
110
323
$24.7K 0.01%
420
324
$24.3K 0.01%
100
325
$24.2K 0.01%
322
+161