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
626
$4.25K ﹤0.01%
73
627
$4.23K ﹤0.01%
+59
628
$4.21K ﹤0.01%
445
629
$4.18K ﹤0.01%
41
630
$4.15K ﹤0.01%
59
+47
631
$4.14K ﹤0.01%
14
+4
632
$4.14K ﹤0.01%
67
633
$4.11K ﹤0.01%
91
634
$4.11K ﹤0.01%
37
+18
635
$4.09K ﹤0.01%
97
636
$4.05K ﹤0.01%
42
637
$4.04K ﹤0.01%
22
638
$4.03K ﹤0.01%
63
+20
639
$4.01K ﹤0.01%
82
640
$4K ﹤0.01%
30
-11
641
$4K ﹤0.01%
19
642
$3.99K ﹤0.01%
27
643
$3.98K ﹤0.01%
99
644
$3.95K ﹤0.01%
24
645
$3.92K ﹤0.01%
67
646
$3.92K ﹤0.01%
9
647
$3.91K ﹤0.01%
19
-3
648
$3.86K ﹤0.01%
110
649
$3.85K ﹤0.01%
75
650
$3.85K ﹤0.01%
42
24 25
26
27 28