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
626
$3.27K ﹤0.01%
15
627
$3.24K ﹤0.01%
46
+20
628
$3.19K ﹤0.01%
90
629
$3.17K ﹤0.01%
33
+11
630
$3.17K ﹤0.01%
23
+3
631
$3.16K ﹤0.01%
38
632
$3.16K ﹤0.01%
742
633
$3.14K ﹤0.01%
80
-80
634
$3.13K ﹤0.01%
74
635
$3.13K ﹤0.01%
500
636
$3.06K ﹤0.01%
474
637
$3.04K ﹤0.01%
73
638
$3.03K ﹤0.01%
112
639
$3K ﹤0.01%
180
640
$2.97K ﹤0.01%
22
+4
641
$2.96K ﹤0.01%
111
-206
642
$2.95K ﹤0.01%
109
+56
643
$2.95K ﹤0.01%
46
644
$2.93K ﹤0.01%
40
645
$2.92K ﹤0.01%
24
646
$2.91K ﹤0.01%
183
647
$2.89K ﹤0.01%
5
648
$2.87K ﹤0.01%
46
649
$2.81K ﹤0.01%
107
650
$2.8K ﹤0.01%
25
-17
24 25
26
27 28