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
$163M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$551K
3
+$534K
4
SNX icon
TD Synnex
SNX
+$453K
5
ADBE icon
Adobe
ADBE
+$432K

Top Sells

1
+$7.35M
2
+$1.2M
3
+$453K
4
JPM icon
JPMorgan Chase
JPM
+$416K
5
MS icon
Morgan Stanley
MS
+$411K

Sector Composition

1 Technology 8.78%
2 Healthcare 7.69%
3 Consumer Staples 7.5%
4 Financials 5.22%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.35%
24,135
-1,103
52
$569K 0.35%
6,116
+1,988
53
$560K 0.34%
1,866
+95
54
$556K 0.34%
3,337
-1,003
55
$551K 0.34%
25,326
+25,314
56
$548K 0.34%
8,818
-820
57
$548K 0.34%
8,467
+2,514
58
$548K 0.34%
3,864
+1,141
59
$532K 0.33%
3,360
-985
60
$531K 0.33%
118,320
+54,080
61
$529K 0.32%
31,535
+10,070
62
$529K 0.32%
18,121
+321
63
$521K 0.32%
9,696
+2,790
64
$513K 0.32%
4,161
65
$509K 0.31%
2,533
-578
66
$504K 0.31%
15,122
-172
67
$502K 0.31%
8,413
68
$498K 0.31%
4,796
-375
69
$482K 0.3%
6,951
+2,060
70
$471K 0.29%
7,965
+661
71
$453K 0.28%
+9,490
72
$444K 0.27%
8,728
+3,128
73
$441K 0.27%
6,119
+652
74
$434K 0.27%
13,455
+993
75
$431K 0.26%
7,216
-57
1 2
3
4 5