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
$490M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$1.16M
3 +$923K
4
KDP icon
Keurig Dr Pepper
KDP
+$593K
5
VTV icon
Vanguard Value ETF
VTV
+$469K

Top Sells

1 +$11.7M
2 +$1.17M
3 +$1.11M
4
BND icon
Vanguard Total Bond Market
BND
+$931K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$617K

Sector Composition

1 Technology 11.96%
2 Communication Services 4.95%
3 Consumer Staples 4.78%
4 Financials 4.07%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHH icon
551
Schwab US REIT ETF
SCHH
$8.25B
$5.31K ﹤0.01%
251
+2
PIPR icon
552
Piper Sandler
PIPR
$5.46B
$5.28K ﹤0.01%
19
IT icon
553
Gartner
IT
$16.7B
$5.25K ﹤0.01%
13
+2
EHC icon
554
Encompass Health
EHC
$11.4B
$5.15K ﹤0.01%
42
BLOK icon
555
Amplify Blockchain Technology ETF
BLOK
$1.29B
$5.14K ﹤0.01%
90
BRO icon
556
Brown & Brown
BRO
$27.6B
$5.1K ﹤0.01%
46
NNI icon
557
Nelnet
NNI
$4.64B
$5.09K ﹤0.01%
42
SWKS icon
558
Skyworks Solutions
SWKS
$9.9B
$5.07K ﹤0.01%
68
+12
MAA icon
559
Mid-America Apartment Communities
MAA
$15.3B
$5.03K ﹤0.01%
34
EXPD icon
560
Expeditors International
EXPD
$18.6B
$5.03K ﹤0.01%
44
DOV icon
561
Dover
DOV
$25.1B
$4.95K ﹤0.01%
27
SRTA
562
Strata Critical Medical Inc
SRTA
$414M
$4.94K ﹤0.01%
+1,225
KEY icon
563
KeyCorp
KEY
$19.3B
$4.84K ﹤0.01%
278
BHP icon
564
BHP
BHP
$140B
$4.81K ﹤0.01%
100
ACHR icon
565
Archer Aviation
ACHR
$5.13B
$4.77K ﹤0.01%
+440
BIIB icon
566
Biogen
BIIB
$24.6B
$4.77K ﹤0.01%
38
+3
MANH icon
567
Manhattan Associates
MANH
$10.7B
$4.74K ﹤0.01%
24
DASH icon
568
DoorDash
DASH
$89.2B
$4.68K ﹤0.01%
19
PHM icon
569
Pultegroup
PHM
$23.1B
$4.65K ﹤0.01%
44
CPAY icon
570
Corpay
CPAY
$19.5B
$4.65K ﹤0.01%
14
TDS icon
571
Telephone and Data Systems
TDS
$4.43B
$4.63K ﹤0.01%
130
DEO icon
572
Diageo
DEO
$52.6B
$4.54K ﹤0.01%
45
MCO icon
573
Moody's
MCO
$85.5B
$4.51K ﹤0.01%
9
INDB icon
574
Independent Bank
INDB
$3.43B
$4.51K ﹤0.01%
71
L icon
575
Loews
L
$21.6B
$4.49K ﹤0.01%
49