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
376
$7K ﹤0.01%
197
377
$7K ﹤0.01%
69
378
$7K ﹤0.01%
88
379
$7K ﹤0.01%
98
380
$6K ﹤0.01%
118
381
$6K ﹤0.01%
200
382
$6K ﹤0.01%
159
+45
383
$6K ﹤0.01%
30
384
$6K ﹤0.01%
+206
385
$6K ﹤0.01%
33
386
$6K ﹤0.01%
400
387
$6K ﹤0.01%
+38
388
$6K ﹤0.01%
92
389
$6K ﹤0.01%
113
390
$6K ﹤0.01%
76
391
$6K ﹤0.01%
158
392
$6K ﹤0.01%
33
393
$6K ﹤0.01%
103
+50
394
$6K ﹤0.01%
56
395
$6K ﹤0.01%
+158
396
$6K ﹤0.01%
300
+100
397
$6K ﹤0.01%
+73
398
$6K ﹤0.01%
67
399
$6K ﹤0.01%
76
400
$6K ﹤0.01%
68