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
601
$4.75K ﹤0.01%
110
602
$4.71K ﹤0.01%
100
603
$4.63K ﹤0.01%
57
-6
604
$4.62K ﹤0.01%
100
605
$4.62K ﹤0.01%
79
+1
606
$4.61K ﹤0.01%
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607
$4.6K ﹤0.01%
35
-2
608
$4.6K ﹤0.01%
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+2
609
$4.54K ﹤0.01%
221
610
$4.49K ﹤0.01%
166
611
$4.47K ﹤0.01%
27
-6
612
$4.45K ﹤0.01%
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613
$4.45K ﹤0.01%
65
614
$4.43K ﹤0.01%
13
615
$4.42K ﹤0.01%
38
+33
616
$4.41K ﹤0.01%
18
617
$4.4K ﹤0.01%
49
618
$4.38K ﹤0.01%
650
619
$4.37K ﹤0.01%
77
620
$4.33K ﹤0.01%
1,041
621
$4.32K ﹤0.01%
243
+79
622
$4.31K ﹤0.01%
400
623
$4.31K ﹤0.01%
64
+23
624
$4.28K ﹤0.01%
100
625
$4.26K ﹤0.01%
30
23 24
25
26 27