PWMG
Prestige Wealth Management Group Portfolio holdings
AUM $468M
AUM
$468M
AUM Growth
-$13.1M (-3%)
Cap. Flow
+$75.2K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %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
| 1 | Technology | 10.93% |
| 2 | Consumer Staples | 4.86% |
| 3 | Communication Services | 4.66% |
| 4 | Financials | 3.93% |
| 5 | Healthcare | 3.71% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.99K | 0% | 132 -4 | -3% | -$242 | |||
| $7.92K | 0% | 33 | – | – | |||
| $7.91K | 0% | 25 | – | – | |||
| $7.9K | 0% | 106 | – | – | |||
| $7.64K | 0% | 226 | – | – | |||
| $7.62K | 0% | 42 -1 | -2% | -$181 | |||
| $7.61K | 0% | 46 | – | – | |||
| $7.55K | 0% | 867 | – | – | |||
| $7.54K | 0% | 76 | – | – | |||
| $7.44K | 0% | 188 | – | – | |||
| $7.42K | 0% | 28 -59 | -68% | -$15.6K | |||
| $7.38K | 0% | 260 +16 | +7% | +$454 | |||
| $7.38K | 0% | 100 -39 | -28% | -$2.88K | |||
| $7.36K | 0% | 195 | – | – | |||
| $7.34K | 0% | 48 | – | – | |||
| $7.29K | 0% | 140 | – | – | |||
| $7.24K | 0% | 139 | – | – | |||
| $7.22K | 0% | 60 | – | – | |||
| $7.22K | 0% | 140 | – | – | |||
| $7.18K | 0% | 183 | – | – | |||
| $7.13K | 0% | 92 | – | – | |||
| $7.02K | 0% | 160 | – | – | |||
| $6.99K | 0% | 22 | – | – | |||
| $6.98K | 0% | 52 | – | – | |||
| $6.97K | 0% | 66 | – | – |
