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
$421M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.2M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.79M
5
LIN icon
Linde
LIN
+$2.34M

Top Sells

1
+$11M
2
+$9.96M
3
+$5.29M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
PEP icon
PepsiCo
PEP
+$1.34M

Sector Composition

1 Technology 10.81%
2 Consumer Staples 4.51%
3 Healthcare 3.95%
4 Communication Services 3.82%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$542K 0.13%
2,650
+21
77
$538K 0.13%
2,408
+1,650
78
$532K 0.13%
3,235
+3,219
79
$528K 0.13%
1,710
-154
80
$509K 0.12%
2,837
-1
81
$508K 0.12%
1,542
+111
82
$507K 0.12%
6,018
+5,323
83
$501K 0.12%
9,416
+8,970
84
$490K 0.12%
5,072
85
$485K 0.11%
1,092
-694
86
$483K 0.11%
3,474
+2,960
87
$476K 0.11%
4,364
-4,975
88
$474K 0.11%
2,907
-2,017
89
$472K 0.11%
20,438
-382
90
$470K 0.11%
2,609
-145
91
$458K 0.11%
10,731
+10,035
92
$454K 0.11%
3,061
+3,011
93
$449K 0.11%
1,221
+1,174
94
$447K 0.11%
914
+14
95
$441K 0.1%
12,024
-16,794
96
$440K 0.1%
3,045
+52
97
$430K 0.1%
14,373
+13,940
98
$424K 0.1%
1,540
99
$412K 0.1%
3,177
+3,038
100
$410K 0.1%
1,818
-459
2 3
4
5 6