PWMG
Prestige Wealth Management Group Portfolio holdings
AUM $468M
AUM
$468M
AUM Growth
-$13.1M (-3%)
Cap. Flow
+$75.2K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
53.77%
Holding
1,076
New
32
Increased
164
Reduced
171
Closed
65
Top Buys
| 1 | $14.6M | |
| 2 | $2.13M | |
| 3 | $1.68M | |
| 4 | $1.67M | |
| 5 | $1.57M |
Top Sells
| 1 | $11.8M | |
| 2 | $2.19M | |
| 3 | $1.89M | |
| 4 | $1.33M | |
| 5 | $1.29M |
Sector Composition
| 1 | Technology | 10.93% |
| 2 | Consumer Staples | 4.86% |
| 3 | Communication Services | 4.66% |
| 4 | Financials | 3.93% |
| 5 | Healthcare | 3.71% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $10.8K | 0% | 52 | – | – | |||
| $10.8K | 0% | 59 | – | – | |||
| $10.8K | 0% | 61 | – | – | |||
| $10.7K | 0% | 78 | – | – | |||
| $10.7K | 0% | 201 +17 | +9% | +$908 | |||
| $10.7K | 0% | 87 | – | – | |||
| $10.7K | 0% | 250 | – | – | |||
| $10.6K | 0% | 355 -72 | -17% | -$2.15K | |||
| $10.4K | 0% | 31 | – | – | |||
| $10.4K | 0% | 198 | – | – | |||
| $10.4K | 0% | 547 -884 | -62% | -$16.8K | |||
| $10.3K | 0% | 93 | – | – | |||
| $10.3K | 0% | 213 | – | – | |||
| $10.3K | 0% | 1,234 | – | – | |||
| $10.2K | 0% | 60 | – | – | |||
| $10.2K | 0% | 127 | – | – | |||
| $9.89K | 0% | 66 | – | – | |||
| $9.77K | 0% | 569 | – | – | |||
| $9.69K | 0% | 37 | – | – | |||
| $9.62K | 0% | 56 +1 | +2% | +$172 | |||
| $9.58K | 0% | 51 | – | – | |||
| $9.48K | 0% | 56 | – | – | |||
| $9.37K | 0% | 74 | – | – | |||
| $9.26K | 0% | 176 | – | – | |||
| $9.23K | 0% | 123 | – | – |
