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
526
$6.49K ﹤0.01%
93
527
$6.47K ﹤0.01%
35
528
$6.46K ﹤0.01%
30
+6
529
$6.4K ﹤0.01%
29
+26
530
$6.31K ﹤0.01%
78
531
$6.28K ﹤0.01%
78
+34
532
$6.26K ﹤0.01%
74
-16
533
$6.26K ﹤0.01%
105
534
$6.25K ﹤0.01%
57
535
$6.25K ﹤0.01%
192
536
$6.22K ﹤0.01%
381
537
$6.2K ﹤0.01%
197
-5,287
538
$6.16K ﹤0.01%
110
539
$6.16K ﹤0.01%
49
+22
540
$6.16K ﹤0.01%
33
541
$6.15K ﹤0.01%
26
-2
542
$6.14K ﹤0.01%
195
543
$6.14K ﹤0.01%
151
544
$6.08K ﹤0.01%
50
545
$6.06K ﹤0.01%
51
+15
546
$6.06K ﹤0.01%
16
547
$6.05K ﹤0.01%
68
548
$5.97K ﹤0.01%
100
549
$5.95K ﹤0.01%
238
-42
550
$5.92K ﹤0.01%
79
+28
20 21
22
23 24