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
$421M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.2M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.79M
5
LIN icon
Linde
LIN
+$2.34M

Top Sells

1
+$11M
2
+$9.96M
3
+$5.29M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
PEP icon
PepsiCo
PEP
+$1.34M

Sector Composition

1 Technology 10.81%
2 Consumer Staples 4.51%
3 Healthcare 3.95%
4 Communication Services 3.82%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$1.64K ﹤0.01%
33
802
$1.63K ﹤0.01%
15
803
$1.62K ﹤0.01%
63
-142
804
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40
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805
$1.62K ﹤0.01%
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806
$1.6K ﹤0.01%
68
807
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808
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14
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93
810
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+16
811
$1.58K ﹤0.01%
263
812
$1.56K ﹤0.01%
8
-5
813
$1.56K ﹤0.01%
8
814
$1.56K ﹤0.01%
90
815
$1.54K ﹤0.01%
+22
816
$1.54K ﹤0.01%
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817
$1.52K ﹤0.01%
48
+33
818
$1.51K ﹤0.01%
+26
819
$1.51K ﹤0.01%
23
820
$1.51K ﹤0.01%
+85
821
$1.5K ﹤0.01%
66
822
$1.5K ﹤0.01%
25
823
$1.49K ﹤0.01%
12
824
$1.49K ﹤0.01%
115
825
$1.49K ﹤0.01%
23
+5
31 32
33
34 35