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
751
$2.03K ﹤0.01%
+212
752
$2.02K ﹤0.01%
1,025
753
$2K ﹤0.01%
169
+92
754
$1.99K ﹤0.01%
343
755
$1.99K ﹤0.01%
6
756
$1.99K ﹤0.01%
86
757
$1.99K ﹤0.01%
43
758
$1.98K ﹤0.01%
118
759
$1.95K ﹤0.01%
168
760
$1.95K ﹤0.01%
17
761
$1.94K ﹤0.01%
43
762
$1.94K ﹤0.01%
30
763
$1.93K ﹤0.01%
110
764
$1.91K ﹤0.01%
5
765
$1.91K ﹤0.01%
12
766
$1.91K ﹤0.01%
37
767
$1.9K ﹤0.01%
14
768
$1.9K ﹤0.01%
10
769
$1.89K ﹤0.01%
19
770
$1.88K ﹤0.01%
832
-114
771
$1.88K ﹤0.01%
+25
772
$1.87K ﹤0.01%
27
+6
773
$1.87K ﹤0.01%
46
774
$1.84K ﹤0.01%
35
775
$1.84K ﹤0.01%
13
+2
29 30
31
32 33