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
$490M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,062
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$1.16M
3 +$923K
4
KDP icon
Keurig Dr Pepper
KDP
+$593K
5
VTV icon
Vanguard Value ETF
VTV
+$469K

Top Sells

1 +$11.7M
2 +$1.17M
3 +$1.11M
4
BND icon
Vanguard Total Bond Market
BND
+$931K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$617K

Sector Composition

1 Technology 11.96%
2 Communication Services 4.95%
3 Consumer Staples 4.78%
4 Financials 4.07%
5 Healthcare 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KD icon
626
Kyndryl
KD
$5.88B
$3.53K ﹤0.01%
84
SANM icon
627
Sanmina
SANM
$8.75B
$3.52K ﹤0.01%
36
ANET icon
628
Arista Networks
ANET
$165B
$3.48K ﹤0.01%
34
-11
CCOI icon
629
Cogent Communications
CCOI
$862M
$3.47K ﹤0.01%
72
SHOP icon
630
Shopify
SHOP
$190B
$3.46K ﹤0.01%
30
ABNB icon
631
Airbnb
ABNB
$74B
$3.44K ﹤0.01%
26
-13
EAT icon
632
Brinker International
EAT
$5.03B
$3.43K ﹤0.01%
19
-26
GDDY icon
633
GoDaddy
GDDY
$17.5B
$3.42K ﹤0.01%
19
-2
ALGN icon
634
Align Technology
ALGN
$9.84B
$3.41K ﹤0.01%
18
+7
GES icon
635
Guess Inc
GES
$882M
$3.41K ﹤0.01%
275
XYZ
636
Block Inc
XYZ
$36.8B
$3.4K ﹤0.01%
+50
HSIC icon
637
Henry Schein
HSIC
$8.41B
$3.36K ﹤0.01%
46
DTE icon
638
DTE Energy
DTE
$28.5B
$3.34K ﹤0.01%
25
CIVI icon
639
Civitas Resources
CIVI
$2.43B
$3.33K ﹤0.01%
+121
HIW icon
640
Highwoods Properties
HIW
$3.2B
$3.33K ﹤0.01%
107
HOLX icon
641
Hologic
HOLX
$16.5B
$3.32K ﹤0.01%
51
+14
NXJ icon
642
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$527M
$3.29K ﹤0.01%
288
CAVA icon
643
CAVA Group
CAVA
$5.48B
$3.29K ﹤0.01%
39
+14
CGNX icon
644
Cognex
CGNX
$6.16B
$3.24K ﹤0.01%
102
UPST icon
645
Upstart Holdings
UPST
$3.77B
$3.23K ﹤0.01%
50
MFC icon
646
Manulife Financial
MFC
$57.9B
$3.2K ﹤0.01%
100
OLN icon
647
Olin
OLN
$2.3B
$3.19K ﹤0.01%
159
+42
AM icon
648
Antero Midstream
AM
$8.65B
$3.18K ﹤0.01%
168
NBIX icon
649
Neurocrine Biosciences
NBIX
$14.4B
$3.14K ﹤0.01%
25
-19
PODD icon
650
Insulet
PODD
$23.4B
$3.14K ﹤0.01%
10