PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.51%
2 Technology 8.86%
3 Consumer Staples 7.93%
4 Financials 6.9%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$8K 0.01%
+299
477
$8K 0.01%
+278
478
$8K 0.01%
+248
479
$8K 0.01%
+23
480
$8K 0.01%
+578
481
$8K 0.01%
+520
482
$8K 0.01%
+187
483
$8K 0.01%
+2,050
484
$8K 0.01%
+130
485
$8K 0.01%
+79
486
$8K 0.01%
+1,105
487
$8K 0.01%
+60
488
$8K 0.01%
+875
489
$8K 0.01%
+504
490
$8K 0.01%
+150
491
$8K 0.01%
+381
492
$8K 0.01%
+464
493
$8K 0.01%
+227
494
$8K 0.01%
+1,928
495
$8K 0.01%
+700
496
$7K 0.01%
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497
$7K 0.01%
+1,653
498
$7K 0.01%
+107
499
$7K 0.01%
+96
500
$7K 0.01%
+247