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
501
$8.02K ﹤0.01%
317
502
$7.98K ﹤0.01%
423
503
$7.98K ﹤0.01%
226
504
$7.95K ﹤0.01%
161
-4
505
$7.91K ﹤0.01%
475
506
$7.91K ﹤0.01%
140
507
$7.83K ﹤0.01%
246
+77
508
$7.8K ﹤0.01%
230
509
$7.63K ﹤0.01%
55
510
$7.61K ﹤0.01%
94
-7
511
$7.57K ﹤0.01%
37
512
$7.56K ﹤0.01%
761
513
$7.54K ﹤0.01%
89
514
$7.47K ﹤0.01%
423
515
$7.36K ﹤0.01%
67
-13
516
$7.23K ﹤0.01%
102
+36
517
$7.17K ﹤0.01%
270
518
$7.1K ﹤0.01%
96
519
$7.03K ﹤0.01%
14
520
$6.93K ﹤0.01%
23
+5
521
$6.79K ﹤0.01%
100
522
$6.72K ﹤0.01%
138
523
$6.66K ﹤0.01%
29
524
$6.65K ﹤0.01%
56
+13
525
$6.62K ﹤0.01%
117
+101
19 20
21
22 23