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
351
$14.8K ﹤0.01%
169
-35
352
$14.7K ﹤0.01%
1,234
353
$14.4K ﹤0.01%
172
354
$14.4K ﹤0.01%
200
355
$14.3K ﹤0.01%
78
-43
356
$14.2K ﹤0.01%
96
357
$14.2K ﹤0.01%
53
+1
358
$14.1K ﹤0.01%
130
-4
359
$14K ﹤0.01%
58
+5
360
$13.9K ﹤0.01%
100
361
$13.7K ﹤0.01%
111
362
$13.7K ﹤0.01%
344
363
$13.7K ﹤0.01%
32
364
$13.4K ﹤0.01%
244
365
$13.4K ﹤0.01%
9
366
$12.9K ﹤0.01%
17
-1,131
367
$12.8K ﹤0.01%
148
368
$12.8K ﹤0.01%
35
369
$12.7K ﹤0.01%
220
-153
370
$12.7K ﹤0.01%
310
371
$12.6K ﹤0.01%
451
372
$12.6K ﹤0.01%
185
-187
373
$12.5K ﹤0.01%
61
374
$12.4K ﹤0.01%
178
-21
375
$12.3K ﹤0.01%
53
-10
13 14
15
16 17