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
801
$1.21K ﹤0.01%
23
802
$1.21K ﹤0.01%
24
803
$1.21K ﹤0.01%
7
-14
804
$1.2K ﹤0.01%
61
805
$1.19K ﹤0.01%
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806
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807
$1.18K ﹤0.01%
50
808
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+99
809
$1.17K ﹤0.01%
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810
$1.17K ﹤0.01%
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811
$1.16K ﹤0.01%
5
812
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813
$1.14K ﹤0.01%
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$1.14K ﹤0.01%
21
815
$1.13K ﹤0.01%
25
816
$1.12K ﹤0.01%
+32
817
$1.11K ﹤0.01%
+67
818
$1.1K ﹤0.01%
5
819
$1.1K ﹤0.01%
44
820
$1.08K ﹤0.01%
241
821
$1.08K ﹤0.01%
11
822
$1.07K ﹤0.01%
37
823
$1.06K ﹤0.01%
76
824
$1.04K ﹤0.01%
24
825
$1.04K ﹤0.01%
29
31 32
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34 35