PWMG
Prestige Wealth Management Group Portfolio holdings
AUM $468M
AUM
$468M
AUM Growth
-$13.1M (-3%)
Cap. Flow
+$75.2K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
53.77%
Holding
1,076
New
32
Increased
164
Reduced
171
Closed
65
Top Buys
| 1 | $14.6M | |
| 2 | $2.13M | |
| 3 | $1.68M | |
| 4 | $1.67M | |
| 5 | $1.57M |
Top Sells
| 1 | $11.8M | |
| 2 | $2.19M | |
| 3 | $1.89M | |
| 4 | $1.33M | |
| 5 | $1.29M |
Sector Composition
| 1 | Technology | 10.93% |
| 2 | Consumer Staples | 4.86% |
| 3 | Communication Services | 4.66% |
| 4 | Financials | 3.93% |
| 5 | Healthcare | 3.71% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.44K | 0% | 14 | – | – | |||
| $2.41K | 0% | 107 | – | – | |||
| $2.36K | 0% | 28 | – | – | |||
| $2.35K | 0% | 50 -50 | -50% | -$2.35K | |||
| $2.35K | 0% | 8 | – | – | |||
| $2.32K | 0% | 34 | – | – | |||
| $2.3K | 0% | 50 -1 | -2% | -$46 | |||
| $2.3K | 0% | 43 | – | – | |||
| $2.3K | 0% | 68 | – | – | |||
| $2.29K | 0% | 37 -35 | -49% | -$2.16K | |||
| $2.29K | 0% | 4 | – | – | |||
| $2.26K | 0% | 4 | – | – | |||
| $2.25K | 0% | 54 -32 | -37% | -$1.34K | |||
| $2.25K | 0% | 411 | – | – | |||
| $2.25K | 0% | 28 | – | – | |||
| $2.22K | 0% | 15 | – | – | |||
| $2.21K | 0% | 37 | – | – | |||
| $2.21K | 0% | 16 -9 | -36% | -$1.24K | |||
| $2.21K | 0% | 46 -8 | -15% | -$384 | |||
| $2.18K | 0% | 175 | – | – | |||
| $2.18K | 0% | 76 | – | – | |||
| $2.17K | 0% | 87 | – | – | |||
| $2.16K | 0% | 19 | – | – | |||
| $2.16K | 0% | 25 | – | – | |||
| $2.16K | 0% | 87 | – | – |
