PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.4%
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
+$12.2M
2
+$1.82M
3
+$1.29M
4
BAC icon
Bank of America
BAC
+$1.13M
5
V icon
Visa
V
+$962K

Top Sells

1
+$12.4M
2
+$1.91M
3
+$1.23M
4
AMT icon
American Tower
AMT
+$1.05M
5
EQIX icon
Equinix
EQIX
+$858K

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
976
$80 ﹤0.01%
27
977
$77 ﹤0.01%
+5
978
$76 ﹤0.01%
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979
$73 ﹤0.01%
4
980
$59 ﹤0.01%
20
981
$54 ﹤0.01%
1
982
$54 ﹤0.01%
1
983
$50 ﹤0.01%
13
984
$24 ﹤0.01%
5
985
$24 ﹤0.01%
1
986
$23 ﹤0.01%
1
987
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988
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1000
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38 39
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