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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.63%
17,329
-1,689
27
$1.05M 0.62%
26,610
+4,170
28
$1.02M 0.6%
25,016
+3,026
29
$1M 0.59%
8,522
+29
30
$992K 0.58%
6,214
-40
31
$890K 0.52%
12,598
-66
32
$886K 0.52%
5,489
+19
33
$845K 0.49%
16,667
-198
34
$803K 0.47%
2,957
+560
35
$791K 0.46%
2,861
-12
36
$766K 0.45%
26,787
+2,637
37
$758K 0.44%
3,267
+114
38
$734K 0.43%
4,267
-154
39
$697K 0.41%
13,567
-540
40
$694K 0.41%
5,000
+4,792
41
$693K 0.41%
5,321
+818
42
$689K 0.4%
24,976
-458
43
$663K 0.39%
4,028
-115
44
$655K 0.38%
1,678
-33
45
$641K 0.38%
9,280
-527
46
$627K 0.37%
18,378
-1
47
$624K 0.37%
11,616
-519
48
$618K 0.36%
21,052
+699
49
$616K 0.36%
15,439
+1,238
50
$593K 0.35%
3,327
+687
1
2
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