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
826
$1.03K ﹤0.01%
19
827
$1.02K ﹤0.01%
104
-199
828
$1.01K ﹤0.01%
13
829
$1.01K ﹤0.01%
14
830
$977 ﹤0.01%
15
831
$969 ﹤0.01%
33
-12,522
832
$968 ﹤0.01%
15
-150
833
$961 ﹤0.01%
12
834
$956 ﹤0.01%
10
835
$918 ﹤0.01%
15
836
$917 ﹤0.01%
72
+22
837
$916 ﹤0.01%
16
838
$916 ﹤0.01%
20
839
$892 ﹤0.01%
3
-8
840
$892 ﹤0.01%
13
841
$884 ﹤0.01%
7
842
$879 ﹤0.01%
46
+41
843
$879 ﹤0.01%
4
844
$869 ﹤0.01%
5
845
$867 ﹤0.01%
28
846
$859 ﹤0.01%
7
847
$850 ﹤0.01%
8
848
$843 ﹤0.01%
4
849
$843 ﹤0.01%
5
850
$826 ﹤0.01%
100
-100
32 33
34
35 36