PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $468M
AUM
$468M
AUM Growth
-$13.1M
Cap. Flow
+$75.2K
Cap. Flow %
0.02%
Top 10 Hldgs %
53.77%
Holding
1,076
New
32
Increased
164
Reduced
171
Closed
65

Top Buys

1
$14.6M
2
$2.13M
3
$1.68M
4
$1.67M
5
$1.57M

Top Sells

1
$11.8M
2
$2.19M
3
$1.89M
4
$1.33M
5
$1.29M

Sector Composition

1Technology10.93%
2Consumer Staples4.86%
3Communication Services4.66%
4Financials3.93%
5Healthcare3.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.59M0.77%10,234
+75
+0.7%
+$26.3K
$3.56M0.76%59,107
+8,726
+17%
+$525K
$2.88M0.62%31,838
+487
+2%
+$44.1K
$2.85M0.61%34,365
-6,600
-16%
-$548K
$2.83M0.6%23,792
-1,530
-6%
-$182K
$2.81M0.6%35,813
-6,870
-16%
-$539K
$2.54M0.54%2,683
-14
-0.5%
-$13.2K
$2.47M0.53%28,106
+561
+2%
+$49.4K
$2.27M0.48%105,318
-21,160
-17%
-$456K
$2.24M0.48%21,882
-8,278
-27%
-$846K
$2.23M0.48%2,393
+143
+6%
+$133K
$2.21M0.47%6,020
-666
-10%
-$244K
$2.18M0.47%4,089
-8
-0.2%
-$4.26K
$2.13M0.46%12,714
+2,805
+28%
+$470K
$1.97M0.42%47,251
-279
-0.6%
-$11.6K
$1.92M0.41%3,664
+16
+0.4%
+$8.38K
$1.73M0.37%5,627
+24
+0.4%
+$7.37K
$1.73M0.37%28,285
-493
-2%
-$30.1K
$1.66M0.35%66,272
-4,767
-7%
-$119K
$1.58M0.34%11,324
+36
+0.3%
+$5.03K
$1.56M0.33%9,178
+67
+0.7%
+$11.4K
$1.52M0.32%13,568
+265
+2%
+$29.6K
$1.44M0.31%2,635
+45
+2%
+$24.7K
$1.43M0.31%6,593
+150
+2%
+$32.6K
$1.39M0.3%16,849
+6
+0%
+$494
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