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 | |
|---|---|---|---|---|---|---|---|
| $1.22K | 0% | 160 | – | – | |||
| $1.21K | 0% | 63 +35 | +125% | +$671 | |||
| $1.21K | 0% | 7 | – | – | |||
| $1.18K | 0% | 1 | – | – | |||
| $1.18K | 0% | 38 | New | +$1.18K | |||
| $1.18K | 0% | 12 | – | – | |||
| $1.13K | 0% | 5 | – | – | |||
| $1.12K | 0% | 15 | – | – | |||
| $1.11K | 0% | 80 +32 | +67% | +$443 | |||
| $1.1K | 0% | 16 | – | – | |||
| $1.1K | 0% | 18 | – | – | |||
| $1.09K | 0% | 3 | – | – | |||
| $1.08K | 0% | 241 | – | – | |||
| $1.08K | 0% | 17 | – | – | |||
| $1.06K | 0% | 78 -41 | -34% | -$555 | |||
| $1.05K | 0% | 47 | New | +$1.05K | |||
| $1.04K | 0% | 138 +37 | +37% | +$280 | |||
| $1.04K | 0% | 19 | – | – | |||
| $1.04K | 0% | 19 | – | – | |||
| $1.03K | 0% | 34 | New | +$1.03K | |||
| $1.03K | 0% | 17 | – | – | |||
| $1.03K | 0% | 10 | – | – | |||
| $1.03K | 0% | 100 | – | – | |||
| $1.02K | 0% | 3 | – | – | |||
| $1.01K | 0% | 5 | – | – |
