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
$482M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1 +$26M
2 +$1.48M
3 +$1.37M
4
EQIX icon
Equinix
EQIX
+$1.03M
5
WELL icon
Welltower
WELL
+$964K

Sector Composition

1 Technology 11.58%
2 Consumer Staples 4.95%
3 Communication Services 4.49%
4 Healthcare 3.78%
5 Financials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$9.98K ﹤0.01%
307
452
$9.98K ﹤0.01%
+50
453
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$9.68K ﹤0.01%
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$9.65K ﹤0.01%
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$9.6K ﹤0.01%
518
+500
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$9.6K ﹤0.01%
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$9.29K ﹤0.01%
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$9.19K ﹤0.01%
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$9.14K ﹤0.01%
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$9.12K ﹤0.01%
48
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$9.08K ﹤0.01%
138
472
$9.04K ﹤0.01%
1,447
473
$8.99K ﹤0.01%
800
-118
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$8.99K ﹤0.01%
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$8.98K ﹤0.01%
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