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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.2%
3,133
+404
77
$338K 0.2%
+19,233
78
$328K 0.19%
4,442
79
$326K 0.19%
1,130
+699
80
$325K 0.19%
17,177
-577
81
$323K 0.19%
4,256
+177
82
$323K 0.19%
+4,340
83
$316K 0.18%
6,990
-125
84
$312K 0.18%
9,825
+825
85
$310K 0.18%
1,332
-50
86
$307K 0.18%
5,761
-193
87
$299K 0.18%
8,828
+2
88
$297K 0.17%
5,218
-172
89
$297K 0.17%
+2,850
90
$296K 0.17%
10,813
91
$296K 0.17%
3,630
92
$284K 0.17%
10,600
-8,330
93
$279K 0.16%
64,080
-2,600
94
$278K 0.16%
+31,517
95
$276K 0.16%
8,334
-291
96
$269K 0.16%
4,507
-15
97
$265K 0.16%
5,692
98
$249K 0.15%
4,827
-117
99
$245K 0.14%
1,965
100
$241K 0.14%
9,970
-371
2 3
4
5 6