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
901
$1.04K ﹤0.01%
+87
902
$1.03K ﹤0.01%
+11
903
$1.03K ﹤0.01%
3
-1
904
$1.02K ﹤0.01%
+7
905
$996 ﹤0.01%
21
906
$992 ﹤0.01%
34
-46
907
$991 ﹤0.01%
+39
908
$978 ﹤0.01%
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909
$973 ﹤0.01%
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910
$967 ﹤0.01%
10
911
$965 ﹤0.01%
6
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$951 ﹤0.01%
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913
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914
$936 ﹤0.01%
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915
$928 ﹤0.01%
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916
$903 ﹤0.01%
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-46
917
$893 ﹤0.01%
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$889 ﹤0.01%
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-34
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$873 ﹤0.01%
+34
920
$852 ﹤0.01%
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$845 ﹤0.01%
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922
$843 ﹤0.01%
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923
$835 ﹤0.01%
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924
$804 ﹤0.01%
12
925
$802 ﹤0.01%
10
-19
35 36
37
38 39