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
601
$3.78K ﹤0.01%
166
602
$3.76K ﹤0.01%
36
+1
603
$3.75K ﹤0.01%
83
-498
604
$3.71K ﹤0.01%
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605
$3.7K ﹤0.01%
107
606
$3.66K ﹤0.01%
28
-882
607
$3.66K ﹤0.01%
49
+7
608
$3.64K ﹤0.01%
84
609
$3.64K ﹤0.01%
117
610
$3.6K ﹤0.01%
42
611
$3.6K ﹤0.01%
71
612
$3.6K ﹤0.01%
26
613
$3.6K ﹤0.01%
415
614
$3.58K ﹤0.01%
41
615
$3.54K ﹤0.01%
288
616
$3.49K ﹤0.01%
19
617
$3.47K ﹤0.01%
209
618
$3.47K ﹤0.01%
64
619
$3.45K ﹤0.01%
11
620
$3.4K ﹤0.01%
37
621
$3.39K ﹤0.01%
56
-111
622
$3.37K ﹤0.01%
+2
623
$3.37K ﹤0.01%
42
624
$3.3K ﹤0.01%
45
625
$3.28K ﹤0.01%
26
23 24
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