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
751
$1.69K ﹤0.01%
48
752
$1.69K ﹤0.01%
+132
753
$1.68K ﹤0.01%
68
754
$1.68K ﹤0.01%
125
755
$1.65K ﹤0.01%
5
756
$1.65K ﹤0.01%
40
757
$1.63K ﹤0.01%
9
758
$1.63K ﹤0.01%
17
759
$1.62K ﹤0.01%
241
760
$1.62K ﹤0.01%
21
761
$1.61K ﹤0.01%
64
762
$1.6K ﹤0.01%
14
-5
763
$1.59K ﹤0.01%
43
764
$1.58K ﹤0.01%
23
765
$1.58K ﹤0.01%
33
766
$1.58K ﹤0.01%
7
767
$1.58K ﹤0.01%
22
768
$1.58K ﹤0.01%
35
-24
769
$1.57K ﹤0.01%
90
770
$1.57K ﹤0.01%
156
771
$1.55K ﹤0.01%
15
772
$1.55K ﹤0.01%
16
773
$1.53K ﹤0.01%
23
774
$1.52K ﹤0.01%
36
775
$1.52K ﹤0.01%
114
29 30
31
32 33