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 | |
|---|---|---|---|---|---|---|---|
| $518 | 0% | 10 | – | – | |||
| $512 | 0% | 2 | – | – | |||
| $510 | 0% | 17 | – | – | |||
| $509 | 0% | 8 | – | – | |||
| $505 | 0% | 3 | – | – | |||
| $499 | 0% | 39 | – | – | |||
| $499 | 0% | 18 | – | – | |||
| $489 | 0% | 42 -863 | -95% | -$10K | |||
| $473 | 0% | 9 | – | – | |||
| $470 | 0% | 7 | – | – | |||
| $470 | 0% | 5 | – | – | |||
| $469 | 0% | 8 | – | – | |||
| $465 | 0% | 3 | – | – | |||
| $462 | 0% | 21 | – | – | |||
| $455 | 0% | 18 | New | +$455 | |||
| $448 | 0% | 13 -47 | -78% | -$1.62K | |||
| $442 | 0% | 5 | – | – | |||
| $428 | 0% | 13 | New | +$428 | |||
| $428 | 0% | 10 | New | +$428 | |||
| $427 | 0% | 28 | New | +$427 | |||
| $421 | 0% | 462 | – | – | |||
| $416 | 0% | 4 | – | – | |||
| $415 | 0% | 29 | – | – | |||
| $412 | 0% | 26 | New | +$412 | |||
| $412 | 0% | 66 | New | +$412 |
