PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$12.2M
2
+$1.82M
3
+$1.29M
4
BAC icon
Bank of America
BAC
+$1.13M
5
V icon
Visa
V
+$962K

Top Sells

1
+$12.4M
2
+$1.91M
3
+$1.23M
4
AMT icon
American Tower
AMT
+$1.05M
5
EQIX icon
Equinix
EQIX
+$858K

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%
10
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
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$662 ﹤0.01%
7
894
$662 ﹤0.01%
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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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$641 ﹤0.01%
6
899
$614 ﹤0.01%
200
900
$606 ﹤0.01%
+12
34 35
36
37 38