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
$463M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.81M
3
+$1.33M
4
BAC icon
Bank of America
BAC
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Top Sells

1
+$12.4M
2
+$1.97M
3
+$1.25M
4
AMT icon
American Tower
AMT
+$1.1M
5
EQIX icon
Equinix
EQIX
+$856K

Sector Composition

1 Technology 11.68%
2 Financials 5.56%
3 Communication Services 4.85%
4 Consumer Staples 4.84%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.25%
28,004
-300,491
52
$1.13M 0.24%
28,795
-2,870
53
$1.12M 0.24%
2,478
+655
54
$1.11M 0.24%
16,510
-410
55
$943K 0.2%
16,031
56
$915K 0.2%
22,179
+4
57
$910K 0.2%
2,074
-147
58
$902K 0.19%
2,869
59
$901K 0.19%
21,705
+995
60
$883K 0.19%
4,464
-3,774
61
$871K 0.19%
45,569
+507
62
$820K 0.18%
2,463
-169
63
$795K 0.17%
8,006
-739
64
$783K 0.17%
1,755
+719
65
$762K 0.16%
1,630
-19
66
$708K 0.15%
2,776
-501
67
$705K 0.15%
2,989
-71
68
$697K 0.15%
3,498
-33
69
$669K 0.14%
3,795
-71
70
$668K 0.14%
10,419
+810
71
$659K 0.14%
3,997
+151
72
$652K 0.14%
2,884
-131
73
$641K 0.14%
3,739
+3,094
74
$641K 0.14%
3,000
+452
75
$633K 0.14%
10,654
+9,050
1 2
3
4 5