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
326
$27K 0.01%
499
327
$26.9K 0.01%
140
-9
328
$26.9K 0.01%
393
329
$26.8K 0.01%
240
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330
$26.8K 0.01%
57
331
$26.5K 0.01%
1,406
332
$26.5K 0.01%
191
+7
333
$26.3K 0.01%
780
334
$26.2K 0.01%
311
+85
335
$26K 0.01%
650
336
$25.7K 0.01%
220
337
$24.9K 0.01%
10
338
$24.9K 0.01%
106
-3
339
$24.8K 0.01%
200
340
$24.6K 0.01%
1,456
+1
341
$24.3K 0.01%
9
342
$24K 0.01%
123
+3
343
$23.8K 0.01%
250
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$23.6K 0.01%
1,313
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345
$23.5K 0.01%
172
346
$23.5K 0.01%
132
347
$23.3K 0.01%
103
348
$23K 0.01%
200
+3
349
$22.9K 0.01%
770
350
$22.8K 0.01%
254
+32
12 13
14
15 16