PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$2.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.49M
3
+$2.48M
4
HA
Hawaiian Holdings, Inc.
HA
+$427K
5
DAN icon
Dana Inc
DAN
+$392K

Top Sells

1
+$8.95M
2
+$1.83M
3
+$774K
4
GPI icon
Group 1 Automotive
GPI
+$548K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$491K

Sector Composition

1 Technology 8.38%
2 Consumer Staples 7.99%
3 Healthcare 6.97%
4 Financials 5.2%
5 Consumer Discretionary 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$8K ﹤0.01%
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0
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200
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+100
375
$6K ﹤0.01%
200
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