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
676
$3.31K ﹤0.01%
150
677
$3.31K ﹤0.01%
288
678
$3.28K ﹤0.01%
27
+8
679
$3.26K ﹤0.01%
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680
$3.23K ﹤0.01%
295
681
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+71
682
$3.19K ﹤0.01%
200
683
$3.18K ﹤0.01%
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-2
684
$3.17K ﹤0.01%
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685
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46
686
$3.17K ﹤0.01%
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687
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34
688
$3.16K ﹤0.01%
22
689
$3.14K ﹤0.01%
62
-19
690
$3.13K ﹤0.01%
9
-8
691
$3.12K ﹤0.01%
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692
$3.09K ﹤0.01%
162
+35
693
$3.08K ﹤0.01%
177
694
$3.03K ﹤0.01%
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695
$3.02K ﹤0.01%
28
696
$2.94K ﹤0.01%
45
697
$2.93K ﹤0.01%
88
-96
698
$2.92K ﹤0.01%
64
699
$2.85K ﹤0.01%
42
700
$2.85K ﹤0.01%
70
26 27
28
29 30