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
476
$9.09K ﹤0.01%
268
-5
477
$8.93K ﹤0.01%
31
478
$8.93K ﹤0.01%
310
-18
479
$8.82K ﹤0.01%
405
480
$8.8K ﹤0.01%
194
-200
481
$8.75K ﹤0.01%
380
482
$8.74K ﹤0.01%
653
483
$8.71K ﹤0.01%
78
-27
484
$8.69K ﹤0.01%
52
485
$8.68K ﹤0.01%
11
486
$8.65K ﹤0.01%
81
487
$8.48K ﹤0.01%
193
488
$8.34K ﹤0.01%
89
-15
489
$8.29K ﹤0.01%
176
490
$8.28K ﹤0.01%
1,000
491
$8.26K ﹤0.01%
25
492
$8.26K ﹤0.01%
1,123
493
$8.25K ﹤0.01%
1,447
494
$8.23K ﹤0.01%
68
495
$8.17K ﹤0.01%
+2,507
496
$8.17K ﹤0.01%
80
-14
497
$8.11K ﹤0.01%
35
-16
498
$8.09K ﹤0.01%
372
+78
499
$8.07K ﹤0.01%
54
500
$8.05K ﹤0.01%
51
-2
18 19
20
21 22