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
526
$7K 0.01%
+127
527
$7K 0.01%
+1,653
528
$7K 0.01%
+605
529
$7K 0.01%
+92
530
$7K 0.01%
+144
531
$7K 0.01%
+3,663
532
$7K 0.01%
+88
533
$6K ﹤0.01%
+156
534
$6K ﹤0.01%
+54
535
$6K ﹤0.01%
+299
536
$6K ﹤0.01%
+88
537
$6K ﹤0.01%
+148
538
$6K ﹤0.01%
+75
539
$6K ﹤0.01%
+29
540
$6K ﹤0.01%
+91
541
$6K ﹤0.01%
+147
542
$6K ﹤0.01%
+179
543
$6K ﹤0.01%
+117
544
$6K ﹤0.01%
+33
545
$6K ﹤0.01%
+430
546
$6K ﹤0.01%
+75
547
$6K ﹤0.01%
+176
548
$6K ﹤0.01%
+46
549
$6K ﹤0.01%
+107
550
$6K ﹤0.01%
+416