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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+59
552
$1K ﹤0.01%
+20
553
$1K ﹤0.01%
19
554
$1K ﹤0.01%
+36
555
$1K ﹤0.01%
+41
556
$1K ﹤0.01%
+28
557
$1K ﹤0.01%
24
558
$1K ﹤0.01%
+36
559
$1K ﹤0.01%
150
560
$1K ﹤0.01%
+20
561
$1K ﹤0.01%
+35
562
$1K ﹤0.01%
137
563
$1K ﹤0.01%
+18
564
$1K ﹤0.01%
+55
565
$1K ﹤0.01%
+40
566
$1K ﹤0.01%
+260
567
$1K ﹤0.01%
+38
568
$1K ﹤0.01%
+4
569
$1K ﹤0.01%
33
570
$1K ﹤0.01%
+672
571
$1K ﹤0.01%
+5
572
$1K ﹤0.01%
+95
573
$1K ﹤0.01%
+35
574
$1K ﹤0.01%
+19
575
$1K ﹤0.01%
40
21 22
23
24 25