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
426
$8.76K ﹤0.01%
441
427
$8.73K ﹤0.01%
307
428
$8.65K ﹤0.01%
67
-9
429
$8.64K ﹤0.01%
312
430
$8.6K ﹤0.01%
1,447
431
$8.58K ﹤0.01%
193
432
$8.54K ﹤0.01%
48
-75
433
$8.37K ﹤0.01%
100
434
$8.34K ﹤0.01%
139
435
$8.34K ﹤0.01%
55
-4
436
$8.33K ﹤0.01%
283
+114
437
$8.31K ﹤0.01%
93
438
$8.21K ﹤0.01%
117
439
$8.21K ﹤0.01%
849
+69
440
$8.2K ﹤0.01%
47
441
$8.17K ﹤0.01%
569
+543
442
$8.16K ﹤0.01%
226
443
$8.12K ﹤0.01%
46
+6
444
$8.12K ﹤0.01%
153
-287
445
$8.1K ﹤0.01%
31
446
$8.04K ﹤0.01%
25
447
$8.03K ﹤0.01%
68
448
$8K ﹤0.01%
132
-102
449
$7.92K ﹤0.01%
381
450
$7.89K ﹤0.01%
172
16 17
18
19 20