PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$15.1M
2
+$10.2M
3
+$2.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.61M
5
LIN icon
Linde
LIN
+$2.24M

Top Sells

1
+$10.7M
2
+$9.96M
3
+$5.04M
4
PG icon
Procter & Gamble
PG
+$1.86M
5
PEP icon
PepsiCo
PEP
+$1.35M

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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15
654
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45
655
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150
+20
656
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657
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390
+331
658
$3.72K ﹤0.01%
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660
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661
$3.59K ﹤0.01%
48
+12
662
$3.58K ﹤0.01%
+87
663
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500
664
$3.55K ﹤0.01%
3
665
$3.55K ﹤0.01%
41
666
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667
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74
669
$3.47K ﹤0.01%
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-3
670
$3.44K ﹤0.01%
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671
$3.42K ﹤0.01%
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672
$3.42K ﹤0.01%
11
673
$3.42K ﹤0.01%
415
674
$3.38K ﹤0.01%
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675
$3.37K ﹤0.01%
339
25 26
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