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
926
$482 ﹤0.01%
5
927
$478 ﹤0.01%
38
928
$475 ﹤0.01%
+4
929
$474 ﹤0.01%
249
930
$469 ﹤0.01%
3
931
$468 ﹤0.01%
5
-7
932
$463 ﹤0.01%
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-32
933
$461 ﹤0.01%
+38
934
$458 ﹤0.01%
62
935
$457 ﹤0.01%
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936
$451 ﹤0.01%
+2
937
$431 ﹤0.01%
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938
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939
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6
-4,160
940
$414 ﹤0.01%
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941
$407 ﹤0.01%
3
942
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943
$400 ﹤0.01%
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945
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10
946
$388 ﹤0.01%
1
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947
$368 ﹤0.01%
10
948
$368 ﹤0.01%
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949
$354 ﹤0.01%
20
950
$344 ﹤0.01%
15
36 37
38
39 40