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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$5K ﹤0.01%
536
427
$5K ﹤0.01%
200
428
$4K ﹤0.01%
+39
429
$4K ﹤0.01%
167
430
$4K ﹤0.01%
135
431
$4K ﹤0.01%
+48
432
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15
+10
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$4K ﹤0.01%
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+30
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+41
436
$4K ﹤0.01%
500
437
$4K ﹤0.01%
+85
438
$4K ﹤0.01%
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$4K ﹤0.01%
+29
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$4K ﹤0.01%
87
441
$4K ﹤0.01%
288
442
$4K ﹤0.01%
25
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+180
444
$4K ﹤0.01%
524
445
$4K ﹤0.01%
67
446
$4K ﹤0.01%
80
447
$3K ﹤0.01%
+173
448
$3K ﹤0.01%
69
449
$3K ﹤0.01%
+56
450
$3K ﹤0.01%
20
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