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
776
$1.5K ﹤0.01%
17
777
$1.49K ﹤0.01%
640
778
$1.46K ﹤0.01%
435
+376
779
$1.45K ﹤0.01%
4
-9
780
$1.44K ﹤0.01%
11
781
$1.43K ﹤0.01%
14
+8
782
$1.43K ﹤0.01%
34
783
$1.43K ﹤0.01%
10
784
$1.4K ﹤0.01%
1
785
$1.38K ﹤0.01%
19
786
$1.37K ﹤0.01%
25
787
$1.36K ﹤0.01%
14
788
$1.36K ﹤0.01%
8
789
$1.34K ﹤0.01%
+118
790
$1.31K ﹤0.01%
46
791
$1.31K ﹤0.01%
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792
$1.3K ﹤0.01%
8
-30
793
$1.28K ﹤0.01%
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794
$1.27K ﹤0.01%
13
795
$1.27K ﹤0.01%
12
-21
796
$1.26K ﹤0.01%
9
-21
797
$1.23K ﹤0.01%
30
798
$1.23K ﹤0.01%
69
799
$1.22K ﹤0.01%
5
+1
800
$1.21K ﹤0.01%
22
30 31
32
33 34