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
526
$5.59K ﹤0.01%
114
-102
527
$5.5K ﹤0.01%
194
-67
528
$5.49K ﹤0.01%
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-37
529
$5.45K ﹤0.01%
57
530
$5.43K ﹤0.01%
24
531
$5.43K ﹤0.01%
115
532
$5.36K ﹤0.01%
9
533
$5.28K ﹤0.01%
46
534
$5.28K ﹤0.01%
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535
$5.26K ﹤0.01%
25
536
$5.24K ﹤0.01%
+99
537
$5.17K ﹤0.01%
11
538
$5.14K ﹤0.01%
52
539
$5.12K ﹤0.01%
37
540
$5.09K ﹤0.01%
21
541
$5.08K ﹤0.01%
17
+1
542
$4.99K ﹤0.01%
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543
$4.97K ﹤0.01%
56
+1
544
$4.95K ﹤0.01%
30
545
$4.94K ﹤0.01%
100
546
$4.93K ﹤0.01%
3
547
$4.89K ﹤0.01%
38
-30
548
$4.89K ﹤0.01%
66
-4,900
549
$4.88K ﹤0.01%
43
550
$4.87K ﹤0.01%
27
20 21
22
23 24