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
426
$12.3K ﹤0.01%
83
+12
427
$12.1K ﹤0.01%
63
-1
428
$12.1K ﹤0.01%
138
-1
429
$12.1K ﹤0.01%
200
430
$12K ﹤0.01%
35
431
$12K ﹤0.01%
258
+1
432
$11.9K ﹤0.01%
+29
433
$11.9K ﹤0.01%
87
434
$11.9K ﹤0.01%
137
435
$11.9K ﹤0.01%
62
436
$11.8K ﹤0.01%
104
-17
437
$11.6K ﹤0.01%
111
438
$11.5K ﹤0.01%
35
+24
439
$11.4K ﹤0.01%
180
440
$11.3K ﹤0.01%
1,531
441
$11.2K ﹤0.01%
1,000
442
$11K ﹤0.01%
43
443
$11K ﹤0.01%
165
444
$10.8K ﹤0.01%
96
-24
445
$10.7K ﹤0.01%
103
-3
446
$10.6K ﹤0.01%
32
447
$10.5K ﹤0.01%
69
-4
448
$10.5K ﹤0.01%
141
-4,301
449
$10.4K ﹤0.01%
575
450
$10.4K ﹤0.01%
307
16 17
18
19 20