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
451
$3K ﹤0.01%
+3
452
$3K ﹤0.01%
+129
453
$3K ﹤0.01%
+160
454
$3K ﹤0.01%
105
455
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50
456
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+103
457
$3K ﹤0.01%
58
-1,652
458
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38
459
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56
460
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+42
461
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500
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100
466
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+16
467
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35
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$3K ﹤0.01%
109
469
$3K ﹤0.01%
+27
470
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+43
471
$3K ﹤0.01%
32
472
$3K ﹤0.01%
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473
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43
474
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+27
475
$2K ﹤0.01%
50
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