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
401
$10.1K ﹤0.01%
1,031
+574
402
$10.1K ﹤0.01%
110
403
$10K ﹤0.01%
250
404
$9.93K ﹤0.01%
11
405
$9.88K ﹤0.01%
236
-26
406
$9.83K ﹤0.01%
120
-50
407
$9.82K ﹤0.01%
200
408
$9.8K ﹤0.01%
59
-17
409
$9.79K ﹤0.01%
74
410
$9.77K ﹤0.01%
575
411
$9.62K ﹤0.01%
306
-14
412
$9.58K ﹤0.01%
87
413
$9.58K ﹤0.01%
310
414
$9.43K ﹤0.01%
51
415
$9.4K ﹤0.01%
150
+100
416
$9.38K ﹤0.01%
90
-6,642
417
$9.36K ﹤0.01%
241
-147
418
$9.21K ﹤0.01%
17
419
$9.21K ﹤0.01%
866
-31
420
$9.16K ﹤0.01%
37
421
$9.04K ﹤0.01%
106
422
$9.03K ﹤0.01%
66
-39
423
$9.01K ﹤0.01%
55
424
$8.87K ﹤0.01%
576
425
$8.78K ﹤0.01%
123
-12
15 16
17
18 19