PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$2.88M
3
+$2.68M
4
NEM icon
Newmont
NEM
+$1.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.27M

Top Sells

1
+$12.6M
2
+$3.67M
3
+$2.53M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
PLD icon
Prologis
PLD
+$1.62M

Sector Composition

1 Technology 12.24%
2 Healthcare 6.63%
3 Financials 4.27%
4 Consumer Staples 3.9%
5 Materials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVZ icon
676
Invesco
IVZ
$11B
$3.1K ﹤0.01%
118
MAGA icon
677
Point Bridge America First ETF
MAGA
$31.7M
$3.08K ﹤0.01%
60
BC icon
678
Brunswick
BC
$5.29B
$3.04K ﹤0.01%
41
MICC
679
The Magnum Ice Cream Company N.V.
MICC
$8.93B
$3.01K ﹤0.01%
+190
CVLT icon
680
Commault Systems
CVLT
$4.14B
$3.01K ﹤0.01%
24
PFG icon
681
Principal Financial Group
PFG
$20.8B
$3K ﹤0.01%
34
AM icon
682
Antero Midstream
AM
$10.1B
$2.99K ﹤0.01%
168
SLGN icon
683
Silgan Holdings
SLGN
$4.44B
$2.99K ﹤0.01%
74
TDC icon
684
Teradata
TDC
$2.56B
$2.98K ﹤0.01%
98
VAC icon
685
Marriott Vacations Worldwide
VAC
$2.57B
$2.98K ﹤0.01%
51
-9
JBHT icon
686
JB Hunt Transport Services
JBHT
$23.1B
$2.92K ﹤0.01%
15
INVH icon
687
Invitation Homes
INVH
$16.2B
$2.89K ﹤0.01%
103
-7,692
MRCY icon
688
Mercury Systems
MRCY
$5.04B
$2.85K ﹤0.01%
39
PODD icon
689
Insulet
PODD
$14.1B
$2.84K ﹤0.01%
10
LUV icon
690
Southwest Airlines
LUV
$21B
$2.82K ﹤0.01%
68
IRDM icon
691
Iridium Communications
IRDM
$4.42B
$2.8K ﹤0.01%
161
HIW icon
692
Highwoods Properties
HIW
$2.6B
$2.76K ﹤0.01%
107
HOLX
693
DELISTED
Hologic
HOLX
$2.76K ﹤0.01%
37
P
694
Everpure, Inc.
P
$22.1B
$2.75K ﹤0.01%
41
EAT icon
695
Brinker International
EAT
$6.89B
$2.73K ﹤0.01%
19
RES icon
696
RPC Inc
RES
$1.45B
$2.72K ﹤0.01%
500
IQV icon
697
IQVIA
IQV
$29.6B
$2.71K ﹤0.01%
12
ZS icon
698
Zscaler
ZS
$21.7B
$2.7K ﹤0.01%
12
-90
UAL icon
699
United Airlines
UAL
$33B
$2.68K ﹤0.01%
24
GTLS icon
700
Chart Industries
GTLS
$9.97B
$2.68K ﹤0.01%
13
26 27
28
29 30