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
551
$4.87K ﹤0.01%
241
552
$4.85K ﹤0.01%
44
553
$4.85K ﹤0.01%
34
554
$4.84K ﹤0.01%
42
555
$4.84K ﹤0.01%
68
+12
556
$4.83K ﹤0.01%
24
557
$4.79K ﹤0.01%
107
+70
558
$4.77K ﹤0.01%
72
559
$4.77K ﹤0.01%
102
560
$4.76K ﹤0.01%
41
561
$4.74K ﹤0.01%
81
+25
562
$4.71K ﹤0.01%
100
563
$4.69K ﹤0.01%
221
564
$4.67K ﹤0.01%
36
565
$4.66K ﹤0.01%
131
566
$4.62K ﹤0.01%
125
+25
567
$4.61K ﹤0.01%
143
+67
568
$4.59K ﹤0.01%
27
-30
569
$4.57K ﹤0.01%
12
-1
570
$4.51K ﹤0.01%
43
571
$4.5K ﹤0.01%
85
+14
572
$4.49K ﹤0.01%
10
573
$4.48K ﹤0.01%
445
574
$4.38K ﹤0.01%
400
575
$4.38K ﹤0.01%
21
21 22
23
24 25