PWMG
Prestige Wealth Management Group Portfolio holdings
AUM $468M
AUM
$468M
AUM Growth
-$13.1M (-3%)
Cap. Flow
+$75.2K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
53.77%
Holding
1,076
New
32
Increased
164
Reduced
171
Closed
65
Top Buys
| 1 | $14.6M | |
| 2 | $2.13M | |
| 3 | $1.68M | |
| 4 | $1.67M | |
| 5 | $1.57M |
Top Sells
| 1 | $11.8M | |
| 2 | $2.19M | |
| 3 | $1.89M | |
| 4 | $1.33M | |
| 5 | $1.29M |
Sector Composition
| 1 | Technology | 10.93% |
| 2 | Consumer Staples | 4.86% |
| 3 | Communication Services | 4.66% |
| 4 | Financials | 3.93% |
| 5 | Healthcare | 3.71% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $18.7K | 0% | 414 | – | – | |||
| $18.6K | 0% | 600 | – | – | |||
| $18.6K | 0% | 302 | – | – | |||
| $18.4K | 0% | 229 | – | – | |||
| $18.3K | 0% | 75 -2 | -3% | -$489 | |||
| $18.3K | 0% | 52 +8 | +18% | +$2.82K | |||
| $18.2K | 0% | 30 -25 | -45% | -$15.2K | |||
| $18.2K | 0% | 250 | – | – | |||
| $18.1K | 0% | 1,808 | – | – | |||
| $17.9K | 0% | 90 | – | – | |||
| $17.8K | 0% | 1,843 | – | – | |||
| $17.1K | 0% | 234 | – | – | |||
| $17.1K | 0% | 207 | – | – | |||
| $17K | 0% | 85 -25 | -23% | -$5.01K | |||
| $17K | 0% | 267 -50 | -16% | -$3.19K | |||
| $16.9K | 0% | 176 | – | – | |||
| $16.9K | 0% | 154 | – | – | |||
| $16.5K | 0% | 49 | – | – | |||
| $16.4K | 0% | 451 | – | – | |||
| $16.3K | 0% | 272 | – | – | |||
| $16.2K | 0% | 127 | – | – | |||
| $16.2K | 0% | 147 | – | – | |||
| $16.1K | 0% | 172 | – | – | |||
| $16K | 0% | 331 | – | – | |||
| $16K | 0% | 70 +11 | +19% | +$2.52K |
