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 | |
|---|---|---|---|---|---|---|---|
| $825 | 0% | 15 | – | – | |||
| $823 | 0% | 6 | – | – | |||
| $815 | 0% | 156 | – | – | |||
| $804 | 0% | 15 | – | – | |||
| $797 | 0% | 23 | – | – | |||
| $794 | 0% | 69 | New | +$794 | |||
| $792 | 0% | 11 | – | – | |||
| $792 | 0% | 100 | – | – | |||
| $791 | 0% | 3 | – | – | |||
| $786 | 0% | 5 | – | – | |||
| $773 | 0% | 75 | – | – | |||
| $768 | 0% | 17 | New | +$768 | |||
| $766 | 0% | 5 | – | – | |||
| $747 | 0% | 16 | – | – | |||
| $745 | 0% | 6 | – | – | |||
| $738 | 0% | 348 | – | – | |||
| $736 | 0% | 15 | – | – | |||
| $735 | 0% | 49 | – | – | |||
| $732 | 0% | 28 | – | – | |||
| $724 | 0% | 21 | – | – | |||
| $722 | 0% | 54 | New | +$722 | |||
| $722 | 0% | 17 | – | – | |||
| $718 | 0% | 5 | – | – | |||
| $716 | 0% | 42 | – | – | |||
| $711 | 0% | 6 | – | – |
