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
$481M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1 +$26.7M
2 +$11.6M
3 +$1.06M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$995K
5
NVDA icon
NVIDIA
NVDA
+$935K

Sector Composition

1 Technology 12.35%
2 Communication Services 4.69%
3 Consumer Staples 4.61%
4 Financials 3.66%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$10.6K ﹤0.01%
200
452
$10.6K ﹤0.01%
66
453
$10.5K ﹤0.01%
31
454
$10.5K ﹤0.01%
381
455
$10.5K ﹤0.01%
138
456
$10.4K ﹤0.01%
1,031
457
$10.4K ﹤0.01%
127
+10
458
$10.3K ﹤0.01%
59
459
$10.2K ﹤0.01%
87
460
$10K ﹤0.01%
50
461
$9.96K ﹤0.01%
378
+29
462
$9.94K ﹤0.01%
48
463
$9.9K ﹤0.01%
310
464
$9.81K ﹤0.01%
19
465
$9.73K ﹤0.01%
240
466
$9.71K ﹤0.01%
52
467
$9.68K ﹤0.01%
55
468
$9.68K ﹤0.01%
356
469
$9.62K ﹤0.01%
93
470
$9.51K ﹤0.01%
89
471
$9.47K ﹤0.01%
+100
472
$9.47K ﹤0.01%
+500
473
$9.4K ﹤0.01%
123
474
$9.39K ﹤0.01%
136
+4
475
$9.31K ﹤0.01%
274