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
651
$3.84K ﹤0.01%
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652
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30
653
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654
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655
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150
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657
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390
+331
658
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661
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+12
662
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663
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500
664
$3.55K ﹤0.01%
3
665
$3.55K ﹤0.01%
41
666
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669
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$3.44K ﹤0.01%
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671
$3.42K ﹤0.01%
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672
$3.42K ﹤0.01%
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673
$3.42K ﹤0.01%
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674
$3.38K ﹤0.01%
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675
$3.37K ﹤0.01%
339
25 26
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