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
876
$1.21K ﹤0.01%
18
877
$1.21K ﹤0.01%
30
878
$1.2K ﹤0.01%
+47
879
$1.2K ﹤0.01%
+74
880
$1.19K ﹤0.01%
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881
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-4
882
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883
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884
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+150
885
$1.15K ﹤0.01%
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886
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887
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888
$1.14K ﹤0.01%
3
-1
889
$1.14K ﹤0.01%
+69
890
$1.14K ﹤0.01%
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891
$1.14K ﹤0.01%
+14
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30
895
$1.08K ﹤0.01%
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896
$1.08K ﹤0.01%
32
-113
897
$1.08K ﹤0.01%
4
898
$1.07K ﹤0.01%
23
899
$1.07K ﹤0.01%
+130
900
$1.04K ﹤0.01%
29
34 35
36
37 38