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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.51%
2 Technology 8.86%
3 Consumer Staples 7.93%
4 Financials 6.9%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$9K 0.01%
+84
452
$9K 0.01%
+295
453
$9K 0.01%
+222
454
$9K 0.01%
+185
455
$9K 0.01%
+441
456
$9K 0.01%
+355
457
$9K 0.01%
+2,061
458
$9K 0.01%
+219
459
$9K 0.01%
+100
460
$9K 0.01%
+241
461
$9K 0.01%
+115
462
$9K 0.01%
+368
463
$9K 0.01%
+106
464
$9K 0.01%
+136
465
$9K 0.01%
+283
466
$9K 0.01%
+72
467
$9K 0.01%
+54
468
$9K 0.01%
+92
469
$9K 0.01%
+548
470
$8K 0.01%
+214
471
$8K 0.01%
+393
472
$8K 0.01%
+168
473
$8K 0.01%
+132
474
$8K 0.01%
+154
475
$8K 0.01%
+299