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 | |
|---|---|---|---|---|---|---|---|
| $410 | 0% | 10 | New | +$410 | |||
| $398 | 0% | 25 | – | – | |||
| $396 | 0% | 2 | New | +$396 | |||
| $393 | 0% | 7 | – | – | |||
| $386 | 0% | 5 | – | – | |||
| $380 | 0% | 5 | New | +$380 | |||
| $380 | 0% | 5 | – | – | |||
| $375 | 0% | 7 | New | +$375 | |||
| $372 | 0% | 20 | – | – | |||
| $371 | 0% | 10 | – | – | |||
| $362 | 0% | 9 | – | – | |||
| $352 | 0% | 249 | – | – | |||
| $351 | 0% | 15 | New | +$351 | |||
| $348 | 0% | 8 | – | – | |||
| $343 | 0% | 3 | – | – | |||
| $341 | 0% | 15 | – | – | |||
| $336 | 0% | 525 | New | +$336 | |||
| $314 | 0% | 65 | – | – | |||
| $295 | 0% | 47 | – | – | |||
| $277 | 0% | 33 | – | – | |||
| $271 | 0% | 5 | – | – | |||
| $257 | 0% | 5 | – | – | |||
| $255 | 0% | 14 | – | – | |||
| $252 | 0% | 4 | – | – | |||
| $242 | 0% | 263 | – | – |
