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
$421M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.2M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.79M
5
LIN icon
Linde
LIN
+$2.34M

Top Sells

1
+$11M
2
+$9.96M
3
+$5.29M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
PEP icon
PepsiCo
PEP
+$1.34M

Sector Composition

1 Technology 10.81%
2 Consumer Staples 4.51%
3 Healthcare 3.95%
4 Communication Services 3.82%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5.55K ﹤0.01%
174
-3
577
$5.49K ﹤0.01%
210
578
$5.35K ﹤0.01%
275
579
$5.35K ﹤0.01%
70
-42
580
$5.31K ﹤0.01%
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581
$5.29K ﹤0.01%
140
582
$5.22K ﹤0.01%
120
+2
583
$5.19K ﹤0.01%
171
-3,919
584
$5.16K ﹤0.01%
34
585
$5.16K ﹤0.01%
11
+2
586
$5.14K ﹤0.01%
192
587
$5.14K ﹤0.01%
100
588
$5.14K ﹤0.01%
80
589
$5.13K ﹤0.01%
255
+115
590
$5.09K ﹤0.01%
+168
591
$5.05K ﹤0.01%
411
592
$5.03K ﹤0.01%
37
-9
593
$5K ﹤0.01%
95
594
$5K ﹤0.01%
12
595
$4.94K ﹤0.01%
41
+3
596
$4.91K ﹤0.01%
46
597
$4.88K ﹤0.01%
114
-33
598
$4.86K ﹤0.01%
72
599
$4.82K ﹤0.01%
48
600
$4.8K ﹤0.01%
24
22 23
24
25 26