PWMG
Prestige Wealth Management Group Portfolio holdings
AUM $468M
AUM
$468M
AUM Growth
-$13.1M (-3%)
Cap. Flow
+$75.2K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
53.77%
Holding
1,076
New
32
Increased
164
Reduced
171
Closed
65
Top Buys
| 1 | $14.6M | |
| 2 | $2.13M | |
| 3 | $1.68M | |
| 4 | $1.67M | |
| 5 | $1.57M |
Top Sells
| 1 | $11.8M | |
| 2 | $2.19M | |
| 3 | $1.89M | |
| 4 | $1.33M | |
| 5 | $1.29M |
Sector Composition
| 1 | Technology | 10.93% |
| 2 | Consumer Staples | 4.86% |
| 3 | Communication Services | 4.66% |
| 4 | Financials | 3.93% |
| 5 | Healthcare | 3.71% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.86K | 0% | 189 | – | – | |||
| $1.86K | 0% | 12 -75 | -86% | -$11.7K | |||
| $1.86K | 0% | 29 | – | – | |||
| $1.85K | 0% | 21 | – | – | |||
| $1.83K | 0% | 86 | – | – | |||
| $1.82K | 0% | 52 +32 | +160% | +$1.12K | |||
| $1.82K | 0% | 64 +54 | +540% | +$1.53K | |||
| $1.81K | 0% | 270 | – | – | |||
| $1.81K | 0% | 40 | – | – | |||
| $1.8K | 0% | 40 | – | – | |||
| $1.79K | 0% | 118 | – | – | |||
| $1.78K | 0% | 12 | – | – | |||
| $1.75K | 0% | 11 -14 | -56% | -$2.23K | |||
| $1.74K | 0% | 8 | – | – | |||
| $1.73K | 0% | 114 | – | – | |||
| $1.71K | 0% | 7 | – | – | |||
| $1.69K | 0% | 14 | – | – | |||
| $1.69K | 0% | 13 | – | – | |||
| $1.68K | 0% | 21 | – | – | |||
| $1.68K | 0% | 39 | – | – | |||
| $1.68K | 0% | 4 | – | – | |||
| $1.66K | 0% | 24 | – | – | |||
| $1.65K | 0% | 11 | – | – | |||
| $1.65K | 0% | 106 | – | – | |||
| $1.64K | 0% | 7 | – | – |
