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 | |
|---|---|---|---|---|---|---|---|
| $1.34K | 0% | 23 -6 | -21% | -$349 | |||
| $1.33K | 0% | 29 | – | – | |||
| $1.33K | 0% | 31 +23 | +288% | +$984 | |||
| $1.32K | 0% | 93 | – | – | |||
| $1.32K | 0% | 46 | – | – | |||
| $1.3K | 0% | 20 | – | – | |||
| $1.3K | 0% | 30 | – | – | |||
| $1.29K | 0% | 23 | – | – | |||
| $1.29K | 0% | 22 | – | – | |||
| $1.28K | 0% | 61 | – | – | |||
| $1.28K | 0% | 11 | – | – | |||
| $1.27K | 0% | 25 | – | – | |||
| $1.27K | 0% | 12 | – | – | |||
| $1.27K | 0% | 84 +59 | +236% | +$891 | |||
| $1.26K | 0% | 66 | – | – | |||
| $1.26K | 0% | 10 | – | – | |||
| $1.25K | 0% | 19 | – | – | |||
| $1.24K | 0% | 4 | New | +$1.24K | |||
| $1.24K | 0% | 42 | New | +$1.24K | |||
| $1.24K | 0% | 17 -70 | -80% | -$5.11K | |||
| $1.23K | 0% | 110 | – | – | |||
| $1.23K | 0% | 18 | New | +$1.23K | |||
| $1.23K | 0% | 115 | – | – | |||
| $1.22K | 0% | 62 | New | +$1.22K | |||
| $1.22K | 0% | 31 | – | – |
