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
$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%
+278
477
$8K 0.01%
+248
478
$8K 0.01%
+23
479
$8K 0.01%
+578
480
$8K 0.01%
+520
481
$8K 0.01%
+187
482
$8K 0.01%
+2,050
483
$8K 0.01%
+130
484
$8K 0.01%
+79
485
$8K 0.01%
+1,105
486
$8K 0.01%
+60
487
$8K 0.01%
+875
488
$8K 0.01%
+504
489
$8K 0.01%
+150
490
$8K 0.01%
+381
491
$8K 0.01%
+464
492
$8K 0.01%
+227
493
$8K 0.01%
+146
494
$8K 0.01%
+1,928
495
$8K 0.01%
+700
496
$7K 0.01%
+122
497
$7K 0.01%
+151
498
$7K 0.01%
+950
499
$7K 0.01%
+198
500
$7K 0.01%
+98