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 | |
|---|---|---|---|---|---|---|---|
| $1.01K | 0% | 104 | – | – | |||
| $996 | 0% | 2 +1 | +100% | +$498 | |||
| $994 | 0% | 6 | – | – | |||
| $989 | 0% | 8 | – | – | |||
| $976 | 0% | 4 | – | – | |||
| $962 | 0% | 10 | New | +$962 | |||
| $960 | 0% | 36 | – | – | |||
| $945 | 0% | 25 | – | – | |||
| $937 | 0% | 12 | – | – | |||
| $903 | 0% | 10 -200 | -95% | -$18.1K | |||
| $894 | 0% | 14 | – | – | |||
| $882 | 0% | 11 | – | – | |||
| $876 | 0% | 9 | – | – | |||
| $872 | 0% | 13 | – | – | |||
| $870 | 0% | 99 | – | – | |||
| $864 | 0% | 434 | New | +$864 | |||
| $863 | 0% | 6 | – | – | |||
| $861 | 0% | 8 | – | – | |||
| $858 | 0% | 53 | – | – | |||
| $852 | 0% | 5 -195 | -98% | -$33.2K | |||
| $835 | 0% | 46 | – | – | |||
| $832 | 0% | 23 | – | – | |||
| $832 | 0% | 11 | – | – | |||
| $829 | 0% | 65 | – | – | |||
| $827 | 0% | 24 | – | – |
