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
$421M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.2M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.79M
5
LIN icon
Linde
LIN
+$2.34M

Top Sells

1
+$11M
2
+$9.96M
3
+$5.29M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
PEP icon
PepsiCo
PEP
+$1.34M

Sector Composition

1 Technology 10.81%
2 Consumer Staples 4.51%
3 Healthcare 3.95%
4 Communication Services 3.82%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.25%
3,941
+2,752
52
$1M 0.24%
16,043
+612
53
$949K 0.22%
21,540
+13,950
54
$942K 0.22%
20,286
+100
55
$924K 0.22%
3,096
-187
56
$921K 0.22%
19,771
57
$912K 0.22%
2,319
+68
58
$810K 0.19%
16,811
59
$806K 0.19%
9,290
-490
60
$767K 0.18%
1,666
-60
61
$761K 0.18%
4,111
-7,235
62
$747K 0.18%
20,098
+9,898
63
$742K 0.18%
18,549
+18,178
64
$727K 0.17%
3,089
65
$693K 0.16%
7,759
+4,097
66
$669K 0.16%
7,539
-341
67
$643K 0.15%
8,660
-311
68
$632K 0.15%
39,606
+21,505
69
$623K 0.15%
21,708
+450
70
$601K 0.14%
11,619
-497
71
$601K 0.14%
3,209
+3,157
72
$588K 0.14%
2,390
-133
73
$568K 0.13%
2,737
-8
74
$559K 0.13%
1,734
-108
75
$551K 0.13%
9,616
+9,113
1 2
3
4 5