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
351
$9K 0.01%
350
352
$9K 0.01%
202
353
$9K 0.01%
150
354
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60
355
$9K 0.01%
460
356
$8K ﹤0.01%
76
357
$8K ﹤0.01%
+144
358
$8K ﹤0.01%
48
359
$8K ﹤0.01%
950
360
$8K ﹤0.01%
2,050
361
$8K ﹤0.01%
180
+30
362
$8K ﹤0.01%
+31
363
$8K ﹤0.01%
+312
364
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87
+32
365
$8K ﹤0.01%
125
+87
366
$8K ﹤0.01%
230
367
$8K ﹤0.01%
200
368
$7K ﹤0.01%
608
+166
369
$7K ﹤0.01%
740
370
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239
371
$7K ﹤0.01%
35
372
$7K ﹤0.01%
187
373
$7K ﹤0.01%
75
374
$7K ﹤0.01%
+112
375
$7K ﹤0.01%
79
+9