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
376
$17.4K ﹤0.01%
213
377
$17.3K ﹤0.01%
154
+7
378
$17K ﹤0.01%
100
379
$17K ﹤0.01%
273
-37
380
$16.6K ﹤0.01%
313
381
$16.6K ﹤0.01%
204
-10
382
$16.6K ﹤0.01%
118
+19
383
$16.4K ﹤0.01%
159
384
$16.2K ﹤0.01%
100
385
$15.9K ﹤0.01%
77
-37
386
$15.7K ﹤0.01%
513
387
$15.4K ﹤0.01%
423
388
$15.3K ﹤0.01%
111
+13
389
$15.3K ﹤0.01%
255
-1
390
$15.2K ﹤0.01%
493
391
$15.2K ﹤0.01%
106
-28
392
$15.2K ﹤0.01%
57
+8
393
$15.1K ﹤0.01%
244
394
$15.1K ﹤0.01%
87
395
$15.1K ﹤0.01%
624
396
$15K ﹤0.01%
199
-3
397
$14.8K ﹤0.01%
367
+123
398
$14.6K ﹤0.01%
154
399
$14.6K ﹤0.01%
330
+190
400
$14.3K ﹤0.01%
138
-23
14 15
16
17 18