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
$421M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.2M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.79M
5
LIN icon
Linde
LIN
+$2.34M

Top Sells

1
+$11M
2
+$9.96M
3
+$5.29M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
PEP icon
PepsiCo
PEP
+$1.34M

Sector Composition

1 Technology 10.81%
2 Consumer Staples 4.51%
3 Healthcare 3.95%
4 Communication Services 3.82%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 0.71%
59,248
+4,125
27
$2.97M 0.7%
52,626
-393
28
$2.85M 0.68%
37,589
+49
29
$2.78M 0.66%
35,974
-76
30
$2.77M 0.66%
55,246
-10,778
31
$2.55M 0.6%
147,843
-3,018
32
$2.46M 0.58%
10,355
+106
33
$2.06M 0.49%
6,619
-268
34
$2.05M 0.48%
14,073
-436
35
$2M 0.47%
47,170
+740
36
$1.88M 0.44%
36,187
-2,106
37
$1.77M 0.42%
94,372
-2,900
38
$1.72M 0.41%
3,569
-2,618
39
$1.58M 0.38%
15,876
+53
40
$1.51M 0.36%
5,778
+2,982
41
$1.49M 0.35%
9,850
-12,352
42
$1.46M 0.34%
2,703
-2,243
43
$1.38M 0.33%
11,608
-403
44
$1.28M 0.3%
3,759
-28
45
$1.28M 0.3%
5,786
-1,201
46
$1.26M 0.3%
19,728
-7,267
47
$1.18M 0.28%
28,313
+10,138
48
$1.17M 0.28%
19,244
-20,371
49
$1.16M 0.27%
3,835
+2,579
50
$1.06M 0.25%
20,178
-13,674
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