PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
+$5.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$2.88M
3 +$2.68M
4
NEM icon
Newmont
NEM
+$1.4M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.27M

Top Sells

1 +$12.6M
2 +$3.67M
3 +$2.53M
4
META icon
Meta Platforms (Facebook)
META
+$1.99M
5
PLD icon
Prologis
PLD
+$1.62M

Sector Composition

1 Technology 12.24%
2 Healthcare 6.63%
3 Financials 4.27%
4 Consumer Staples 3.9%
5 Materials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TFX icon
801
Teleflex
TFX
$5.4B
$1.59K ﹤0.01%
13
LSTR icon
802
Landstar System
LSTR
$5.56B
$1.58K ﹤0.01%
11
CLSK icon
803
CleanSpark
CLSK
$2.53B
$1.58K ﹤0.01%
156
PTC icon
804
PTC
PTC
$19.4B
$1.57K ﹤0.01%
9
-4
BHF icon
805
Brighthouse Financial
BHF
$3.42B
$1.55K ﹤0.01%
24
NI icon
806
NiSource
NI
$22.4B
$1.55K ﹤0.01%
37
IBKR icon
807
Interactive Brokers
IBKR
$30.9B
$1.54K ﹤0.01%
24
SEDG icon
808
SolarEdge
SEDG
$2.28B
$1.53K ﹤0.01%
53
EFX icon
809
Equifax
EFX
$24.8B
$1.52K ﹤0.01%
7
VGT icon
810
Vanguard Information Technology ETF
VGT
$109B
$1.51K ﹤0.01%
2
SHOO icon
811
Steven Madden
SHOO
$2.61B
$1.5K ﹤0.01%
36
TGTX icon
812
TG Therapeutics
TGTX
$4.58B
$1.49K ﹤0.01%
50
PHI icon
813
PLDT
PHI
$5.03B
$1.49K ﹤0.01%
68
WAFD icon
814
WaFd
WAFD
$2.39B
$1.47K ﹤0.01%
46
HOOD icon
815
Robinhood
HOOD
$68.5B
$1.47K ﹤0.01%
+13
UDR icon
816
UDR
UDR
$12.3B
$1.47K ﹤0.01%
40
BABA icon
817
Alibaba
BABA
$324B
$1.47K ﹤0.01%
10
OSUR icon
818
OraSure Technologies
OSUR
$214M
$1.47K ﹤0.01%
605
MAS icon
819
Masco
MAS
$13.9B
$1.46K ﹤0.01%
23
RH icon
820
RH
RH
$2.93B
$1.43K ﹤0.01%
8
+2
CHH icon
821
Choice Hotels
CHH
$4.9B
$1.43K ﹤0.01%
15
CDE icon
822
Coeur Mining
CDE
$15.5B
$1.43K ﹤0.01%
80
PBH icon
823
Prestige Consumer Healthcare
PBH
$3.26B
$1.42K ﹤0.01%
23
PVH icon
824
PVH
PVH
$3.05B
$1.41K ﹤0.01%
21
NLY icon
825
Annaly Capital Management
NLY
$16.6B
$1.41K ﹤0.01%
61