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
901
$600 ﹤0.01%
250
902
$572 ﹤0.01%
7
903
$569 ﹤0.01%
3
904
$558 ﹤0.01%
25
905
$556 ﹤0.01%
5
906
$551 ﹤0.01%
3
907
$546 ﹤0.01%
3
-28
908
$543 ﹤0.01%
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909
$539 ﹤0.01%
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910
$533 ﹤0.01%
65
+63
911
$531 ﹤0.01%
9
912
$526 ﹤0.01%
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913
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914
$525 ﹤0.01%
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-167
915
$523 ﹤0.01%
10
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$514 ﹤0.01%
5
917
$511 ﹤0.01%
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918
$504 ﹤0.01%
3
919
$498 ﹤0.01%
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920
$494 ﹤0.01%
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921
$490 ﹤0.01%
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922
$488 ﹤0.01%
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$487 ﹤0.01%
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$487 ﹤0.01%
12
925
$484 ﹤0.01%
4
35 36
37
38 39