PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$15.1M
2
+$10.2M
3
+$2.68M
4
META icon
Meta Platforms (Facebook)
META
+$2.61M
5
LIN icon
Linde
LIN
+$2.24M

Top Sells

1
+$10.7M
2
+$9.96M
3
+$5.04M
4
PG icon
Procter & Gamble
PG
+$1.86M
5
PEP icon
PepsiCo
PEP
+$1.35M

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%
15
-175
932
$773 ﹤0.01%
15
933
$766 ﹤0.01%
7
934
$764 ﹤0.01%
12
935
$761 ﹤0.01%
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936
$759 ﹤0.01%
223
937
$755 ﹤0.01%
4
938
$744 ﹤0.01%
6
939
$735 ﹤0.01%
25
940
$710 ﹤0.01%
3
941
$707 ﹤0.01%
22
942
$705 ﹤0.01%
125
943
$696 ﹤0.01%
19
944
$693 ﹤0.01%
11
945
$693 ﹤0.01%
5
946
$682 ﹤0.01%
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947
$680 ﹤0.01%
12
948
$672 ﹤0.01%
18
949
$660 ﹤0.01%
16
950
$653 ﹤0.01%
5
36 37
38
39 40