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
876
$725 ﹤0.01%
5
877
$725 ﹤0.01%
15
878
$721 ﹤0.01%
263
879
$721 ﹤0.01%
12
880
$703 ﹤0.01%
24
881
$703 ﹤0.01%
11
882
$702 ﹤0.01%
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883
$700 ﹤0.01%
49
884
$696 ﹤0.01%
10
-3
885
$691 ﹤0.01%
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886
$686 ﹤0.01%
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887
$682 ﹤0.01%
12
888
$679 ﹤0.01%
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890
$670 ﹤0.01%
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891
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-36
892
$664 ﹤0.01%
16
893
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7
894
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895
$655 ﹤0.01%
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-24
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$654 ﹤0.01%
3
897
$646 ﹤0.01%
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898
$641 ﹤0.01%
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899
$614 ﹤0.01%
200
900
$606 ﹤0.01%
+12
34 35
36
37 38