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
476
$6.86K ﹤0.01%
445
477
$6.84K ﹤0.01%
253
478
$6.82K ﹤0.01%
14
479
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-8
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$6.8K ﹤0.01%
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105
482
$6.76K ﹤0.01%
160
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$6.71K ﹤0.01%
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$6.65K ﹤0.01%
48
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$6.63K ﹤0.01%
85
+40
486
$6.57K ﹤0.01%
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487
$6.38K ﹤0.01%
175
-114
488
$6.36K ﹤0.01%
134
489
$6.34K ﹤0.01%
30
490
$6.34K ﹤0.01%
198
+61
491
$6.29K ﹤0.01%
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508
+410
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$6.26K ﹤0.01%
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+3
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$6.23K ﹤0.01%
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496
$6.22K ﹤0.01%
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497
$6.21K ﹤0.01%
131
-115
498
$6.2K ﹤0.01%
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499
$6.16K ﹤0.01%
25
500
$6.16K ﹤0.01%
40
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18 19
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