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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$587K 0.34%
11,767
-15
52
$556K 0.33%
2,675
+142
53
$523K 0.31%
8,560
-2,720
54
$519K 0.3%
8,587
-188
55
$501K 0.29%
+19,041
56
$484K 0.28%
7,742
57
$482K 0.28%
3,250
+116
58
$472K 0.28%
5,261
-54
59
$456K 0.27%
3,666
+146
60
$451K 0.26%
7,988
-280
61
$441K 0.26%
7,204
-14
62
$431K 0.25%
24,732
+1,888
63
$422K 0.25%
3,289
-102
64
$416K 0.24%
1,938
+172
65
$416K 0.24%
3,136
66
$413K 0.24%
32,266
-1,325
67
$402K 0.24%
26,190
-815
68
$374K 0.22%
3,135
69
$367K 0.21%
8,138
+616
70
$362K 0.21%
9,302
+61
71
$361K 0.21%
11,292
+348
72
$351K 0.21%
10,241
+231
73
$349K 0.2%
1,607
+209
74
$346K 0.2%
6,292
+18
75
$340K 0.2%
7,828
+282
1 2
3
4 5