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 | |
|---|---|---|---|---|---|---|---|
| $1.64K | 0% | 33 | – | – | |||
| $1.64K | 0% | 30 | – | – | |||
| $1.63K | 0% | 24 | – | – | |||
| $1.62K | 0% | 53 | – | – | |||
| $1.62K | 0% | 33 | – | – | |||
| $1.6K | 0% | 23 | – | – | |||
| $1.57K | 0% | 50 | – | – | |||
| $1.57K | 0% | 65 | – | – | |||
| $1.57K | 0% | 16 | – | – | |||
| $1.57K | 0% | 51 | – | – | |||
| $1.55K | 0% | 68 | – | – | |||
| $1.55K | 0% | 50 | – | – | |||
| $1.55K | 0% | 90 | – | – | |||
| $1.55K | 0% | 23 +17 | +283% | +$1.14K | |||
| $1.5K | 0% | 28 | – | – | |||
| $1.48K | 0% | 37 | – | – | |||
| $1.48K | 0% | 38 | New | +$1.48K | |||
| $1.46K | 0% | 140 | New | +$1.46K | |||
| $1.43K | 0% | 17 | – | – | |||
| $1.42K | 0% | 5 | – | – | |||
| $1.39K | 0% | 24 | – | – | |||
| $1.39K | 0% | 139 | – | – | |||
| $1.39K | 0% | 14 | – | – | |||
| $1.37K | 0% | 15 | – | – | |||
| $1.34K | 0% | 26 | – | – |
