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
926
$800 ﹤0.01%
28
927
$797 ﹤0.01%
5
+1
928
$795 ﹤0.01%
91
929
$792 ﹤0.01%
14
930
$786 ﹤0.01%
20
931
$777 ﹤0.01%
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-175
932
$773 ﹤0.01%
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933
$766 ﹤0.01%
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934
$764 ﹤0.01%
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935
$761 ﹤0.01%
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936
$759 ﹤0.01%
223
937
$755 ﹤0.01%
4
938
$744 ﹤0.01%
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939
$735 ﹤0.01%
25
940
$710 ﹤0.01%
3
941
$707 ﹤0.01%
22
942
$705 ﹤0.01%
125
943
$696 ﹤0.01%
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944
$693 ﹤0.01%
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945
$693 ﹤0.01%
5
946
$682 ﹤0.01%
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947
$680 ﹤0.01%
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948
$672 ﹤0.01%
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949
$660 ﹤0.01%
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950
$653 ﹤0.01%
5
36 37
38
39 40