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
576
$4.37K ﹤0.01%
19
577
$4.32K ﹤0.01%
51
578
$4.32K ﹤0.01%
140
579
$4.24K ﹤0.01%
42
580
$4.23K ﹤0.01%
17
581
$4.22K ﹤0.01%
19
582
$4.2K ﹤0.01%
29
583
$4.12K ﹤0.01%
411
584
$4.12K ﹤0.01%
5
585
$4.11K ﹤0.01%
46
586
$4.08K ﹤0.01%
91
587
$4.07K ﹤0.01%
107
+10
588
$4.03K ﹤0.01%
43
-105
589
$4.02K ﹤0.01%
97
590
$4K ﹤0.01%
15
591
$3.99K ﹤0.01%
82
592
$3.98K ﹤0.01%
22
593
$3.97K ﹤0.01%
306
+94
594
$3.94K ﹤0.01%
27
595
$3.93K ﹤0.01%
19
596
$3.92K ﹤0.01%
77
597
$3.88K ﹤0.01%
185
+8
598
$3.8K ﹤0.01%
41
599
$3.79K ﹤0.01%
163
600
$3.79K ﹤0.01%
9
22 23
24
25 26