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
651
$2.8K ﹤0.01%
34
-18
652
$2.77K ﹤0.01%
49
653
$2.75K ﹤0.01%
76
-6,933
654
$2.75K ﹤0.01%
37
-9
655
$2.73K ﹤0.01%
29
656
$2.73K ﹤0.01%
18
-3,907
657
$2.73K ﹤0.01%
64
658
$2.69K ﹤0.01%
130
659
$2.68K ﹤0.01%
12
660
$2.68K ﹤0.01%
14
661
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662
$2.67K ﹤0.01%
34
663
$2.66K ﹤0.01%
118
+47
664
$2.66K ﹤0.01%
100
665
$2.65K ﹤0.01%
598
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666
$2.61K ﹤0.01%
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667
$2.6K ﹤0.01%
28
668
$2.58K ﹤0.01%
6
669
$2.57K ﹤0.01%
9
670
$2.57K ﹤0.01%
+131
671
$2.56K ﹤0.01%
15
672
$2.56K ﹤0.01%
2
673
$2.55K ﹤0.01%
75
674
$2.55K ﹤0.01%
8
+1
675
$2.52K ﹤0.01%
66
+33
25 26
27
28 29