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
351
$22.8K 0.01%
402
+2
352
$22.6K 0.01%
66
-1,011
353
$22.4K 0.01%
69
354
$22.1K 0.01%
132
-67
355
$21.9K 0.01%
414
356
$21.7K 0.01%
426
357
$21.6K 0.01%
126
358
$21.6K 0.01%
178
+13
359
$21.4K 0.01%
155
-20
360
$20.9K 0.01%
667
+285
361
$20.5K ﹤0.01%
420
362
$20K ﹤0.01%
+1,050
363
$20K ﹤0.01%
613
+31
364
$19.7K ﹤0.01%
431
+9
365
$19.7K ﹤0.01%
561
+200
366
$19.6K ﹤0.01%
236
367
$19.2K ﹤0.01%
173
+9
368
$18.9K ﹤0.01%
102
-32
369
$18.8K ﹤0.01%
969
370
$18.7K ﹤0.01%
53
-10
371
$18.7K ﹤0.01%
391
372
$18.1K ﹤0.01%
127
373
$18K ﹤0.01%
87
+3
374
$17.6K ﹤0.01%
78
-2
375
$17.4K ﹤0.01%
1,843
13 14
15
16 17