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 | |
|---|---|---|---|---|---|---|---|
| $4.66K | 0% | 39 -9 | -19% | -$1.08K | |||
| $4.66K | 0% | 42 | – | – | |||
| $4.63K | 0% | 52 | – | – | |||
| $4.62K | 0% | 37 | – | – | |||
| $4.62K | 0% | 11 +1 | +10% | +$420 | |||
| $4.55K | 0% | 43 | – | – | |||
| $4.53K | 0% | 44 | – | – | |||
| $4.5K | 0% | 49 | – | – | |||
| $4.49K | 0% | 71 | – | – | |||
| $4.48K | 0% | 400 | – | – | |||
| $4.45K | 0% | 168 | New | +$4.45K | |||
| $4.45K | 0% | 278 | – | – | |||
| $4.42K | 0% | 72 | – | – | |||
| $4.37K | 0% | 194 | – | – | |||
| $4.37K | 0% | 26 | – | – | |||
| $4.36K | 0% | 75 | – | – | |||
| $4.34K | 0% | 24 | – | – | |||
| $4.25K | 0% | 42 | – | – | |||
| $4.25K | 0% | 174 | – | – | |||
| $4.22K | 0% | 445 | – | – | |||
| $4.21K | 0% | 36 | – | – | |||
| $4.2K | 0% | 117 | – | – | |||
| $4.2K | 0% | 21 | – | – | |||
| $4.19K | 0% | 9 | – | – | |||
| $4.19K | 0% | 84 | – | – |
