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
726
$2.41K ﹤0.01%
88
727
$2.41K ﹤0.01%
42
-4,514
728
$2.39K ﹤0.01%
18
729
$2.39K ﹤0.01%
27
730
$2.36K ﹤0.01%
132
+5
731
$2.35K ﹤0.01%
116
-286
732
$2.34K ﹤0.01%
6
733
$2.33K ﹤0.01%
156
734
$2.26K ﹤0.01%
30
735
$2.26K ﹤0.01%
84
+53
736
$2.24K ﹤0.01%
46
+36
737
$2.22K ﹤0.01%
189
738
$2.2K ﹤0.01%
26
739
$2.18K ﹤0.01%
15
740
$2.18K ﹤0.01%
56
741
$2.17K ﹤0.01%
63
742
$2.17K ﹤0.01%
36
743
$2.16K ﹤0.01%
7
-1
744
$2.16K ﹤0.01%
112
745
$2.13K ﹤0.01%
30
746
$2.12K ﹤0.01%
11
747
$2.08K ﹤0.01%
110
+10
748
$2.08K ﹤0.01%
18
749
$2.05K ﹤0.01%
90
750
$2.04K ﹤0.01%
43
28 29
30
31 32