PWMG
Prestige Wealth Management Group Portfolio holdings
AUM $468M
AUM
$468M
AUM Growth
-$13.1M (-3%)
Cap. Flow
+$75.2K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
53.77%
Holding
1,076
New
32
Increased
164
Reduced
171
Closed
65
Top Buys
| 1 | $14.6M | |
| 2 | $2.13M | |
| 3 | $1.68M | |
| 4 | $1.67M | |
| 5 | $1.57M |
Top Sells
| 1 | $11.8M | |
| 2 | $2.19M | |
| 3 | $1.89M | |
| 4 | $1.33M | |
| 5 | $1.29M |
Sector Composition
| 1 | Technology | 10.93% |
| 2 | Consumer Staples | 4.86% |
| 3 | Communication Services | 4.66% |
| 4 | Financials | 3.93% |
| 5 | Healthcare | 3.71% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.9K | 0% | 144 | – | – | |||
| $5.88K | 0% | 29 | – | – | |||
| $5.88K | 0% | 14 | – | – | |||
| $5.86K | 0% | 85 | – | – | |||
| $5.84K | 0% | 134 | – | – | |||
| $5.81K | 0% | 950 | – | – | |||
| $5.81K | 0% | 131 | – | – | |||
| $5.8K | 0% | 123 | – | – | |||
| $5.79K | 0% | 212 | – | – | |||
| $5.77K | 0% | 56 | – | – | |||
| $5.74K | 0% | 50 +22 | +79% | +$2.53K | |||
| $5.72K | 0% | 46 | – | – | |||
| $5.7K | 0% | 34 | – | – | |||
| $5.67K | 0% | 49 | – | – | |||
| $5.64K | 0% | 18 | – | – | |||
| $5.56K | 0% | 57 | – | – | |||
| $5.54K | 0% | 187 -6 | -3% | -$178 | |||
| $5.52K | 0% | 464 | – | – | |||
| $5.52K | 0% | 78 | – | – | |||
| $5.47K | 0% | 50 | – | – | |||
| $5.45K | 0% | 163 | – | – | |||
| $5.4K | 0% | 95 | – | – | |||
| $5.38K | 0% | 70 | – | – | |||
| $5.37K | 0% | 76 +42 | +124% | +$2.97K | |||
| $5.36K | 0% | 249 +1 | +0.4% | +$22 |
