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
$518M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$707K
3 +$523K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$481K
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$358K

Top Sells

1 +$3.33M
2 +$1.51M
3 +$515K
4
KDP icon
Keurig Dr Pepper
KDP
+$459K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$330K

Sector Composition

1 Technology 12.44%
2 Communication Services 5.18%
3 Financials 4.1%
4 Consumer Staples 4.04%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TKR icon
651
Timken Company
TKR
$5.67B
$3.16K ﹤0.01%
42
MAGA icon
652
Point Bridge America First ETF
MAGA
$30.3M
$3.15K ﹤0.01%
60
QCLN icon
653
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$554M
$3.15K ﹤0.01%
75
MFC icon
654
Manulife Financial
MFC
$59.3B
$3.12K ﹤0.01%
100
PODD icon
655
Insulet
PODD
$23B
$3.09K ﹤0.01%
10
EXE
656
Expand Energy Corp
EXE
$29B
$3.08K ﹤0.01%
29
-8
HSIC icon
657
Henry Schein
HSIC
$8.78B
$3.05K ﹤0.01%
46
ONON icon
658
On Holding
ONON
$14.5B
$3.05K ﹤0.01%
+72
BILL icon
659
BILL Holdings
BILL
$5.02B
$3.02K ﹤0.01%
57
MRCY icon
660
Mercury Systems
MRCY
$4.2B
$3.02K ﹤0.01%
39
GIII icon
661
G-III Apparel Group
GIII
$1.23B
$2.98K ﹤0.01%
112
PBF icon
662
PBF Energy
PBF
$3.99B
$2.96K ﹤0.01%
98
CUZ icon
663
Cousins Properties
CUZ
$4.33B
$2.95K ﹤0.01%
102
VST icon
664
Vistra
VST
$60.6B
$2.94K ﹤0.01%
15
CPRT icon
665
Copart
CPRT
$37.7B
$2.88K ﹤0.01%
64
PFG icon
666
Principal Financial Group
PFG
$18.6B
$2.82K ﹤0.01%
34
IRDM icon
667
Iridium Communications
IRDM
$1.72B
$2.81K ﹤0.01%
161
-51
ADM icon
668
Archer Daniels Midland
ADM
$29.2B
$2.75K ﹤0.01%
46
ACLS icon
669
Axcelis
ACLS
$2.57B
$2.73K ﹤0.01%
28
CNX icon
670
CNX Resources
CNX
$5.24B
$2.73K ﹤0.01%
85
NNN icon
671
NNN REIT
NNN
$7.85B
$2.73K ﹤0.01%
64
MKSI icon
672
MKS Inc
MKSI
$10.5B
$2.72K ﹤0.01%
22
IVZ icon
673
Invesco
IVZ
$10.9B
$2.71K ﹤0.01%
118
LMND icon
674
Lemonade
LMND
$5.84B
$2.68K ﹤0.01%
50
PTC icon
675
PTC
PTC
$21B
$2.64K ﹤0.01%
13
+2