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
$163M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$551K
3
+$534K
4
SNX icon
TD Synnex
SNX
+$453K
5
ADBE icon
Adobe
ADBE
+$432K

Top Sells

1
+$7.35M
2
+$1.2M
3
+$453K
4
JPM icon
JPMorgan Chase
JPM
+$416K
5
MS icon
Morgan Stanley
MS
+$411K

Sector Composition

1 Technology 8.78%
2 Healthcare 7.69%
3 Consumer Staples 7.5%
4 Financials 5.22%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.26%
21,797
-1,164
77
$421K 0.26%
8,351
-305
78
$419K 0.26%
11,271
+10,972
79
$390K 0.24%
3,136
80
$376K 0.23%
10,104
+150
81
$372K 0.23%
6,800
+128
82
$366K 0.22%
3,520
-742
83
$353K 0.22%
+11,401
84
$352K 0.22%
1,421
-728
85
$352K 0.22%
13,059
+205
86
$350K 0.22%
11,578
+296
87
$349K 0.21%
4,664
88
$339K 0.21%
7,296
+7,211
89
$334K 0.21%
1,167
+8
90
$333K 0.2%
1,170
-21
91
$330K 0.2%
11,915
-2,090
92
$323K 0.2%
2,511
-130
93
$314K 0.19%
27,215
+441
94
$302K 0.19%
7,572
-1,408
95
$299K 0.18%
10,902
-156
96
$299K 0.18%
9,892
+254
97
$298K 0.18%
5,911
98
$296K 0.18%
1,648
-96
99
$283K 0.17%
3,630
100
$258K 0.16%
8,900
+247
2 3
4
5 6