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
451
$7.87K ﹤0.01%
52
452
$7.84K ﹤0.01%
89
453
$7.82K ﹤0.01%
416
-62
454
$7.79K ﹤0.01%
178
+12
455
$7.69K ﹤0.01%
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456
$7.67K ﹤0.01%
78
457
$7.67K ﹤0.01%
56
-45
458
$7.6K ﹤0.01%
66
-66
459
$7.59K ﹤0.01%
119
460
$7.59K ﹤0.01%
16
461
$7.57K ﹤0.01%
85
462
$7.55K ﹤0.01%
+44
463
$7.44K ﹤0.01%
176
464
$7.38K ﹤0.01%
138
465
$7.38K ﹤0.01%
33
466
$7.28K ﹤0.01%
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-10
467
$7.25K ﹤0.01%
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468
$7.25K ﹤0.01%
135
-1,000
469
$7.24K ﹤0.01%
195
470
$7.2K ﹤0.01%
121
+23
471
$7.1K ﹤0.01%
761
472
$7.09K ﹤0.01%
100
-35
473
$7.05K ﹤0.01%
50
474
$7.04K ﹤0.01%
360
-63
475
$6.93K ﹤0.01%
188
17 18
19
20 21