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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
+25
502
$2K ﹤0.01%
63
503
$2K ﹤0.01%
68
504
$2K ﹤0.01%
118
505
$2K ﹤0.01%
+18
506
$2K ﹤0.01%
+14
507
$2K ﹤0.01%
+16
508
$2K ﹤0.01%
50
509
$2K ﹤0.01%
+50
510
$2K ﹤0.01%
+50
511
$2K ﹤0.01%
+14
512
$2K ﹤0.01%
+15
513
$2K ﹤0.01%
+81
514
$2K ﹤0.01%
200
515
$2K ﹤0.01%
100
516
$2K ﹤0.01%
150
517
$2K ﹤0.01%
480
518
$2K ﹤0.01%
+57
519
$2K ﹤0.01%
100
520
$2K ﹤0.01%
65
521
$1K ﹤0.01%
+73
522
$1K ﹤0.01%
123
+110
523
$1K ﹤0.01%
+20
524
$1K ﹤0.01%
51
525
$1K ﹤0.01%
+111
19 20
21
22 23