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
$463M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$1.82M
3
+$1.29M
4
BAC icon
Bank of America
BAC
+$1.13M
5
V icon
Visa
V
+$962K

Top Sells

1
+$12.4M
2
+$1.91M
3
+$1.23M
4
AMT icon
American Tower
AMT
+$1.05M
5
EQIX icon
Equinix
EQIX
+$858K

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%
25
955
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956
$308 ﹤0.01%
5
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-34
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960
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961
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+10
963
$201 ﹤0.01%
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967
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3
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3
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972
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$104 ﹤0.01%
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974
$91 ﹤0.01%
5
975
$91 ﹤0.01%
25
37 38
39
40 41