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
$463M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.81M
3
+$1.33M
4
BAC icon
Bank of America
BAC
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Top Sells

1
+$12.4M
2
+$1.97M
3
+$1.25M
4
AMT icon
American Tower
AMT
+$1.1M
5
EQIX icon
Equinix
EQIX
+$856K

Sector Composition

1 Technology 11.68%
2 Financials 5.56%
3 Communication Services 4.85%
4 Consumer Staples 4.84%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.83%
30,799
+454
27
$3.65M 0.79%
13,920
+3,508
28
$3.61M 0.78%
42,063
-1,263
29
$3.54M 0.76%
70,383
+283
30
$3.53M 0.76%
8,671
+4,457
31
$3.4M 0.73%
43,357
-1,544
32
$3.36M 0.73%
67,092
-871
33
$2.96M 0.64%
30,991
-1,213
34
$2.9M 0.63%
55,652
-158
35
$2.89M 0.62%
25,115
-3,750
36
$2.88M 0.62%
137,103
37
$2.84M 0.61%
50,752
-1,833
38
$2.57M 0.55%
64,592
+29,388
39
$2.24M 0.48%
6,508
-399
40
$2.22M 0.48%
2,608
-145
41
$2.09M 0.45%
4,106
-170
42
$1.97M 0.42%
4,458
+1,948
43
$1.89M 0.41%
13,370
-205
44
$1.82M 0.39%
71,968
-344
45
$1.8M 0.39%
26,602
-1,489
46
$1.5M 0.32%
9,340
-210
47
$1.49M 0.32%
9,031
-238
48
$1.36M 0.29%
5,646
+65
49
$1.21M 0.26%
12,053
+35
50
$1.19M 0.26%
16,086
1
2
3 4 5