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
$463M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.81M
3
+$1.33M
4
BAC icon
Bank of America
BAC
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Top Sells

1
+$12.4M
2
+$1.97M
3
+$1.25M
4
AMT icon
American Tower
AMT
+$1.1M
5
EQIX icon
Equinix
EQIX
+$856K

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
326
$17.5K ﹤0.01%
87
327
$17.5K ﹤0.01%
110
-28
328
$17.4K ﹤0.01%
224
329
$17.4K ﹤0.01%
43
330
$17.1K ﹤0.01%
144
331
$16.8K ﹤0.01%
346
332
$16.7K ﹤0.01%
100
333
$16.6K ﹤0.01%
185
334
$16.5K ﹤0.01%
196
335
$16.4K ﹤0.01%
624
336
$16.3K ﹤0.01%
414
337
$16.3K ﹤0.01%
209
-7
338
$16.1K ﹤0.01%
49
339
$16K ﹤0.01%
103
-2,518
340
$15.9K ﹤0.01%
600
341
$15.8K ﹤0.01%
119
-94
342
$15.7K ﹤0.01%
290
-20
343
$15.6K ﹤0.01%
68
344
$15.3K ﹤0.01%
267
-150
345
$15.2K ﹤0.01%
147
-41
346
$15.2K ﹤0.01%
30
347
$15.2K ﹤0.01%
548
348
$15.2K ﹤0.01%
101
349
$15.1K ﹤0.01%
52
350
$15K ﹤0.01%
86
-7
12 13
14
15 16