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
726
$1.88K ﹤0.01%
17
727
$1.88K ﹤0.01%
87
728
$1.88K ﹤0.01%
43
729
$1.88K ﹤0.01%
87
730
$1.86K ﹤0.01%
27
731
$1.86K ﹤0.01%
32
+8
732
$1.84K ﹤0.01%
46
733
$1.84K ﹤0.01%
10
734
$1.84K ﹤0.01%
53
735
$1.83K ﹤0.01%
40
736
$1.83K ﹤0.01%
+55
737
$1.78K ﹤0.01%
15
738
$1.78K ﹤0.01%
343
739
$1.78K ﹤0.01%
170
740
$1.77K ﹤0.01%
57
741
$1.77K ﹤0.01%
23
742
$1.77K ﹤0.01%
118
743
$1.76K ﹤0.01%
14
744
$1.74K ﹤0.01%
270
745
$1.74K ﹤0.01%
36
+21
746
$1.73K ﹤0.01%
66
747
$1.71K ﹤0.01%
24
748
$1.71K ﹤0.01%
23
749
$1.69K ﹤0.01%
93
750
$1.69K ﹤0.01%
33
28 29
30
31 32