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
76
$620K 0.13%
2,421
+720
77
$612K 0.13%
7,706
+645
78
$598K 0.13%
760
+314
79
$577K 0.12%
1,841
+1,076
80
$551K 0.12%
2,613
+1,103
81
$543K 0.12%
2,960
-97
82
$536K 0.12%
916
-40
83
$529K 0.11%
7,466
+737
84
$519K 0.11%
934
-4
85
$514K 0.11%
3,691
+257
86
$503K 0.11%
3,320
-52
87
$502K 0.11%
4,554
88
$496K 0.11%
1,634
-244
89
$490K 0.11%
2,116
+1,434
90
$488K 0.11%
539
-14
91
$487K 0.11%
2,791
-63
92
$487K 0.11%
10,241
-765
93
$461K 0.1%
701
-21
94
$458K 0.1%
1,532
+201
95
$435K 0.09%
1,581
-32
96
$422K 0.09%
1,349
+966
97
$418K 0.09%
6,586
+4,770
98
$412K 0.09%
1,869
-163
99
$408K 0.09%
1,120
100
$404K 0.09%
2,053
+960
2 3
4
5 6