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
376
$12.1K ﹤0.01%
134
-3,536
377
$12K ﹤0.01%
356
378
$11.9K ﹤0.01%
50
379
$11.8K ﹤0.01%
187
-86
380
$11.8K ﹤0.01%
344
381
$11.7K ﹤0.01%
161
+51
382
$11.6K ﹤0.01%
423
383
$11.6K ﹤0.01%
272
-133
384
$11.5K ﹤0.01%
240
385
$11.3K ﹤0.01%
106
-4
386
$11.3K ﹤0.01%
55
387
$11.3K ﹤0.01%
198
388
$11.2K ﹤0.01%
38
389
$10.9K ﹤0.01%
380
390
$10.8K ﹤0.01%
617
+130
391
$10.8K ﹤0.01%
54
+27
392
$10.8K ﹤0.01%
28
-2
393
$10.8K ﹤0.01%
261
394
$10.7K ﹤0.01%
85
-2
395
$10.6K ﹤0.01%
176
396
$10.6K ﹤0.01%
52
397
$10.4K ﹤0.01%
918
-85
398
$10.4K ﹤0.01%
274
399
$10.2K ﹤0.01%
1,123
400
$10.2K ﹤0.01%
60
+8
14 15
16
17 18