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
951
$340 ﹤0.01%
47
952
$338 ﹤0.01%
7
953
$320 ﹤0.01%
50
954
$317 ﹤0.01%
288
955
$317 ﹤0.01%
25
956
$308 ﹤0.01%
5
957
$305 ﹤0.01%
2
958
$302 ﹤0.01%
19
-34
959
$284 ﹤0.01%
33
960
$268 ﹤0.01%
161
961
$265 ﹤0.01%
18
962
$229 ﹤0.01%
+10
963
$201 ﹤0.01%
130
964
$198 ﹤0.01%
12
965
$197 ﹤0.01%
30
966
$195 ﹤0.01%
57
967
$180 ﹤0.01%
3
968
$174 ﹤0.01%
3
969
$163 ﹤0.01%
17
970
$163 ﹤0.01%
10
971
$149 ﹤0.01%
146
972
$141 ﹤0.01%
6
973
$104 ﹤0.01%
48
974
$91 ﹤0.01%
25
975
$91 ﹤0.01%
5
37 38
39
40 41