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
$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
TMDX icon
701
Transmedics
TMDX
$5.06B
$2.68K ﹤0.01%
22
KVUE icon
702
Kenvue
KVUE
$34.8B
$2.67K ﹤0.01%
+155
LEN icon
703
Lennar Class A
LEN
$27.3B
$2.67K ﹤0.01%
26
HWM icon
704
Howmet Aerospace
HWM
$106B
$2.67K ﹤0.01%
13
HUBB icon
705
Hubbell
HUBB
$27.5B
$2.67K ﹤0.01%
6
TDG icon
706
TransDigm Group
TDG
$74.3B
$2.66K ﹤0.01%
2
LAD icon
707
Lithia Motors
LAD
$6.63B
$2.66K ﹤0.01%
8
PBF icon
708
PBF Energy
PBF
$4.65B
$2.66K ﹤0.01%
98
ADM icon
709
Archer Daniels Midland
ADM
$32.7B
$2.65K ﹤0.01%
46
HP icon
710
Helmerich & Payne
HP
$3.45B
$2.64K ﹤0.01%
92
CUZ icon
711
Cousins Properties
CUZ
$3.9B
$2.63K ﹤0.01%
102
RS icon
712
Reliance Steel & Aluminium
RS
$16.2B
$2.6K ﹤0.01%
9
ELF icon
713
e.l.f. Beauty
ELF
$4.79B
$2.59K ﹤0.01%
34
+30
THG icon
714
Hanover Insurance
THG
$6.39B
$2.56K ﹤0.01%
14
EW icon
715
Edwards Lifesciences
EW
$49.5B
$2.56K ﹤0.01%
30
-301
MTG icon
716
MGIC Investment
MTG
$5.88B
$2.54K ﹤0.01%
87
NNN icon
717
NNN REIT
NNN
$8.7B
$2.54K ﹤0.01%
64
TXNM
718
TXNM Energy Inc
TXNM
$6.42B
$2.53K ﹤0.01%
43
RHI icon
719
Robert Half
RHI
$2.4B
$2.53K ﹤0.01%
93
+63
IT icon
720
Gartner
IT
$11.6B
$2.52K ﹤0.01%
10
CPRT icon
721
Copart
CPRT
$37.2B
$2.51K ﹤0.01%
64
WST icon
722
West Pharmaceutical
WST
$18.1B
$2.48K ﹤0.01%
9
TECH icon
723
Bio-Techne
TECH
$8.92B
$2.47K ﹤0.01%
42
VST icon
724
Vistra
VST
$54.8B
$2.42K ﹤0.01%
15
LAMR icon
725
Lamar Advertising Co
LAMR
$14.1B
$2.41K ﹤0.01%
19