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
$163M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$551K
3
+$534K
4
SNX icon
TD Synnex
SNX
+$453K
5
ADBE icon
Adobe
ADBE
+$432K

Top Sells

1
+$7.35M
2
+$1.2M
3
+$453K
4
JPM icon
JPMorgan Chase
JPM
+$416K
5
MS icon
Morgan Stanley
MS
+$411K

Sector Composition

1 Technology 8.78%
2 Healthcare 7.69%
3 Consumer Staples 7.5%
4 Financials 5.22%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.63%
65,334
-3,344
27
$1.02M 0.62%
20,172
-318
28
$1.01M 0.62%
17,092
+1,542
29
$1M 0.62%
19,063
-376
30
$979K 0.6%
6,130
-187
31
$970K 0.6%
37,310
-909
32
$937K 0.58%
23,270
-6,058
33
$923K 0.57%
21,578
+704
34
$853K 0.52%
3,201
+1,621
35
$824K 0.51%
29,872
-2,317
36
$795K 0.49%
15,861
-2,687
37
$789K 0.48%
5,018
-231
38
$782K 0.48%
16,387
-108
39
$752K 0.46%
42,996
+2,620
40
$742K 0.46%
16,636
+836
41
$717K 0.44%
7,085
-4,108
42
$682K 0.42%
2,895
+294
43
$675K 0.41%
18,930
+7,610
44
$652K 0.4%
4,173
-810
45
$626K 0.38%
10,379
-977
46
$613K 0.38%
7,057
-319
47
$607K 0.37%
10,320
-280
48
$606K 0.37%
5,161
+1,218
49
$605K 0.37%
3,153
-387
50
$579K 0.36%
17,793
+12,432
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