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
676
$2.51K ﹤0.01%
109
+92
677
$2.5K ﹤0.01%
164
+49
678
$2.48K ﹤0.01%
21
-1,821
679
$2.48K ﹤0.01%
86
680
$2.48K ﹤0.01%
168
681
$2.45K ﹤0.01%
28
-24
682
$2.44K ﹤0.01%
28
683
$2.4K ﹤0.01%
15
684
$2.38K ﹤0.01%
36
685
$2.36K ﹤0.01%
228
+74
686
$2.36K ﹤0.01%
102
687
$2.36K ﹤0.01%
28
688
$2.35K ﹤0.01%
59
+35
689
$2.33K ﹤0.01%
25
690
$2.27K ﹤0.01%
19
691
$2.23K ﹤0.01%
53
692
$2.21K ﹤0.01%
84
693
$2.2K ﹤0.01%
50
694
$2.2K ﹤0.01%
87
695
$2.19K ﹤0.01%
6
696
$2.19K ﹤0.01%
155
697
$2.18K ﹤0.01%
110
698
$2.17K ﹤0.01%
451
+216
699
$2.17K ﹤0.01%
112
-60
700
$2.13K ﹤0.01%
34
26 27
28
29 30