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
501
$6.1K ﹤0.01%
140
502
$6.1K ﹤0.01%
80
503
$6.04K ﹤0.01%
86
504
$6.03K ﹤0.01%
12
505
$5.97K ﹤0.01%
56
506
$5.97K ﹤0.01%
22
507
$5.97K ﹤0.01%
56
508
$5.93K ﹤0.01%
22
-18
509
$5.92K ﹤0.01%
24
510
$5.92K ﹤0.01%
100
511
$5.89K ﹤0.01%
30
-1,292
512
$5.81K ﹤0.01%
950
513
$5.79K ﹤0.01%
661
514
$5.78K ﹤0.01%
12
515
$5.75K ﹤0.01%
70
516
$5.72K ﹤0.01%
92
517
$5.71K ﹤0.01%
100
518
$5.66K ﹤0.01%
183
519
$5.64K ﹤0.01%
212
+51
520
$5.61K ﹤0.01%
167
+47
521
$5.61K ﹤0.01%
275
522
$5.6K ﹤0.01%
181
523
$5.59K ﹤0.01%
78
524
$5.59K ﹤0.01%
70
525
$5.59K ﹤0.01%
13
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