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 | |
|---|---|---|---|---|---|---|---|
| $711 | 0% | 12 | – | – | |||
| $683 | 0% | 9 | – | – | |||
| $682 | 0% | 19 | – | – | |||
| $667 | 0% | 3 | – | – | |||
| $667 | 0% | 4 | – | – | |||
| $659 | 0% | 2 | – | – | |||
| $652 | 0% | 8 | – | – | |||
| $646 | 0% | 11 | – | – | |||
| $625 | 0% | 345 | – | – | |||
| $625 | 0% | 19 | – | – | |||
| $612 | 0% | 3 | – | – | |||
| $586 | 0% | 22 | – | – | |||
| $570 | 0% | 3 | – | – | |||
| $570 | 0% | 99 | – | – | |||
| $566 | 0% | 12 | – | – | |||
| $564 | 0% | 61 | – | – | |||
| $559 | 0% | 9 | – | – | |||
| $558 | 0% | 21 | – | – | |||
| $556 | 0% | 4 | – | – | |||
| $541 | 0% | 36 | – | – | |||
| $538 | 0% | 62 -33 | -35% | -$286 | |||
| $532 | 0% | 49 | – | – | |||
| $531 | 0% | 9 -5 | -36% | -$295 | |||
| $523 | 0% | 8 | – | – | |||
| $519 | 0% | 5 | – | – |
