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
451
$10.3K ﹤0.01%
179
452
$10.2K ﹤0.01%
194
453
$10.2K ﹤0.01%
310
454
$10.1K ﹤0.01%
179
+23
455
$10.1K ﹤0.01%
56
+3
456
$10.1K ﹤0.01%
240
457
$10.1K ﹤0.01%
123
458
$10.1K ﹤0.01%
487
459
$10K ﹤0.01%
261
460
$9.95K ﹤0.01%
107
461
$9.87K ﹤0.01%
168
+13
462
$9.86K ﹤0.01%
110
-2
463
$9.85K ﹤0.01%
572
+173
464
$9.79K ﹤0.01%
174
465
$9.74K ﹤0.01%
89
466
$9.71K ﹤0.01%
290
+11
467
$9.44K ﹤0.01%
320
468
$9.38K ﹤0.01%
940
469
$9.33K ﹤0.01%
327
470
$9.3K ﹤0.01%
555
-53
471
$9.28K ﹤0.01%
112
472
$9.23K ﹤0.01%
200
473
$9.22K ﹤0.01%
41
474
$9.2K ﹤0.01%
246
475
$9.14K ﹤0.01%
319