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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K 0.01%
1,400
327
$12K 0.01%
1,447
328
$12K 0.01%
1,000
329
$12K 0.01%
100
-70
330
$11K 0.01%
184
331
$11K 0.01%
189
332
$11K 0.01%
+325
333
$11K 0.01%
235
+31
334
$10K 0.01%
53
+28
335
$10K 0.01%
59
336
$10K 0.01%
207
+27
337
$10K 0.01%
103
+3
338
$10K 0.01%
100
339
$10K 0.01%
49
+19
340
$10K 0.01%
+104
341
$10K 0.01%
180
342
$10K 0.01%
69
343
$10K 0.01%
100
344
$10K 0.01%
600
345
$10K 0.01%
92
346
$10K 0.01%
+464
347
$10K 0.01%
653
348
$10K 0.01%
700
349
$9K 0.01%
226
-4
350
$9K 0.01%
278
12 13
14
15 16