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
501
$7K 0.01%
+132
502
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+200
503
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+68
504
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+84
505
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+321
506
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+441
507
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+51
508
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+677
509
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+54
510
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+642
511
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+151
512
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+950
513
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+198
514
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515
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516
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517
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+605
518
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519
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520
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521
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522
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523
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+506
524
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+144
525
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+3,663