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 | |
|---|---|---|---|---|---|---|---|
| $5.3K | 0% | 85 | – | – | |||
| $5.29K | 0% | 44 | – | – | |||
| $5.29K | 0% | 30 | – | – | |||
| $5.17K | 0% | 11 | – | – | |||
| $5.08K | 0% | 100 | – | – | |||
| $5.07K | 0% | 51 | – | – | |||
| $5.04K | 0% | 130 | – | – | |||
| $4.98K | 0% | 81 | – | – | |||
| $4.97K | 0% | 119 | – | – | |||
| $4.96K | 0% | 52 +23 | +79% | +$2.19K | |||
| $4.95K | 0% | 508 | – | – | |||
| $4.89K | 0% | 35 | – | – | |||
| $4.88K | 0% | 14 | – | – | |||
| $4.87K | 0% | 44 | – | – | |||
| $4.85K | 0% | 100 | – | – | |||
| $4.85K | 0% | 45 -40 | -47% | -$4.32K | |||
| $4.79K | 0% | 35 | – | – | |||
| $4.78K | 0% | 28 | – | – | |||
| $4.77K | 0% | 13 | – | – | |||
| $4.74K | 0% | 27 | – | – | |||
| $4.73K | 0% | 24 | – | – | |||
| $4.73K | 0% | 661 | – | – | |||
| $4.71K | 0% | 19 | – | – | |||
| $4.7K | 0% | 97 +3 | +3% | +$145 | |||
| $4.66K | 0% | 26 | – | – |
