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
976
$537 ﹤0.01%
7
977
$530 ﹤0.01%
70
978
$528 ﹤0.01%
34
-30
979
$526 ﹤0.01%
13
980
$525 ﹤0.01%
15
981
$519 ﹤0.01%
24
982
$518 ﹤0.01%
5
983
$515 ﹤0.01%
5
984
$509 ﹤0.01%
6
985
$499 ﹤0.01%
24
986
$498 ﹤0.01%
15
987
$490 ﹤0.01%
3
988
$488 ﹤0.01%
39
-23
989
$486 ﹤0.01%
2
990
$476 ﹤0.01%
8
991
$472 ﹤0.01%
8
992
$463 ﹤0.01%
3
993
$462 ﹤0.01%
3
994
$453 ﹤0.01%
9
995
$450 ﹤0.01%
3
996
$449 ﹤0.01%
9
997
$446 ﹤0.01%
+5
998
$443 ﹤0.01%
8
999
$441 ﹤0.01%
19
1000
$436 ﹤0.01%
7
38 39
40
41 42