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
826
$1.48K ﹤0.01%
9
827
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10
828
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829
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241
830
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831
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19
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57
833
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834
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835
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+332
836
$1.4K ﹤0.01%
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837
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+171
838
$1.38K ﹤0.01%
7
839
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53
840
$1.37K ﹤0.01%
87
841
$1.37K ﹤0.01%
+6
842
$1.37K ﹤0.01%
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844
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846
$1.36K ﹤0.01%
10
847
$1.36K ﹤0.01%
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848
$1.34K ﹤0.01%
+75
849
$1.34K ﹤0.01%
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850
$1.33K ﹤0.01%
87
32 33
34
35 36