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
$391M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Sells

1 +$6.56M
2 +$6.17M
3 +$631K
4
BAC icon
Bank of America
BAC
+$515K
5
BKNG icon
Booking.com
BKNG
+$310K

Sector Composition

1 Technology 8.93%
2 Consumer Staples 4.36%
3 Communication Services 3.85%
4 Healthcare 3.35%
5 Financials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$19K ﹤0.01%
235
377
$19K ﹤0.01%
776
+730
378
$19K ﹤0.01%
26
379
$19K ﹤0.01%
642
+571
380
$19K ﹤0.01%
218
-24
381
$19K ﹤0.01%
1,400
382
$19K ﹤0.01%
664
+50
383
$19K ﹤0.01%
47
384
$19K ﹤0.01%
465
385
$19K ﹤0.01%
257
386
$18K ﹤0.01%
611
+597
387
$18K ﹤0.01%
243
388
$18K ﹤0.01%
73
389
$18K ﹤0.01%
304
390
$18K ﹤0.01%
338
391
$18K ﹤0.01%
251
+180
392
$18K ﹤0.01%
102
+4
393
$17K ﹤0.01%
294
394
$17K ﹤0.01%
275
+25
395
$17K ﹤0.01%
28
396
$17K ﹤0.01%
288
397
$17K ﹤0.01%
122
398
$17K ﹤0.01%
500
399
$17K ﹤0.01%
128
+4
400
$17K ﹤0.01%
83
+5