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
1001
$435 ﹤0.01%
+10
1002
$424 ﹤0.01%
99
1003
$423 ﹤0.01%
8
1004
$420 ﹤0.01%
+25
1005
$413 ﹤0.01%
4
1006
$410 ﹤0.01%
38
1007
$400 ﹤0.01%
6
1008
$386 ﹤0.01%
138
1009
$380 ﹤0.01%
21
1010
$379 ﹤0.01%
14
1011
$378 ﹤0.01%
4
-18
1012
$370 ﹤0.01%
7
1013
$370 ﹤0.01%
237
1014
$369 ﹤0.01%
+10
1015
$369 ﹤0.01%
47
1016
$353 ﹤0.01%
+13
1017
$350 ﹤0.01%
7
1018
$342 ﹤0.01%
249
-500
1019
$340 ﹤0.01%
13
-29
1020
$340 ﹤0.01%
+5
1021
$332 ﹤0.01%
553
1022
$291 ﹤0.01%
64
1023
$288 ﹤0.01%
2
1024
$283 ﹤0.01%
5
-9
1025
$282 ﹤0.01%
2
39 40
41
42 43