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 | |
|---|---|---|---|---|---|---|---|
| $3.58K | 0% | 183 | – | – | |||
| $3.56K | 0% | 32 | – | – | |||
| $3.55K | 0% | 6 | – | – | |||
| $3.54K | 0% | 19 | – | – | |||
| $3.51K | 0% | 45 | – | – | |||
| $3.5K | 0% | 180 | – | – | |||
| $3.49K | 0% | 45 -1 | -2% | -$77 | |||
| $3.48K | 0% | 25 | – | – | |||
| $3.47K | 0% | 19 | – | – | |||
| $3.43K | 0% | 37 | – | – | |||
| $3.41K | 0% | 15 | – | – | |||
| $3.41K | 0% | 288 | – | – | |||
| $3.4K | 0% | 56 | – | – | |||
| $3.39K | 0% | 12 | – | – | |||
| $3.39K | 0% | 97 -45 | -32% | -$1.57K | |||
| $3.34K | 0% | 38 | – | – | |||
| $3.32K | 0% | 90 | – | – | |||
| $3.31K | 0% | 376 -655 | -64% | -$5.76K | |||
| $3.3K | 0% | 191 -43 | -18% | -$742 | |||
| $3.27K | 0% | 19 | – | – | |||
| $3.17K | 0% | 107 | – | – | |||
| $3.17K | 0% | 27 -8 | -23% | -$940 | |||
| $3.16K | 0% | 21 -5 | -19% | -$753 | |||
| $3.15K | 0% | 48 +2 | +4% | +$131 | |||
| $3.15K | 0% | 46 | – | – |
