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
1026
$279 ﹤0.01%
+2
1027
$265 ﹤0.01%
27
1028
$253 ﹤0.01%
65
-60
1029
$243 ﹤0.01%
50
1030
$242 ﹤0.01%
21
1031
$237 ﹤0.01%
8
1032
$217 ﹤0.01%
25
1033
$216 ﹤0.01%
29
1034
$210 ﹤0.01%
18
1035
$201 ﹤0.01%
23
1036
$170 ﹤0.01%
17
1037
$168 ﹤0.01%
25
1038
$157 ﹤0.01%
6
1039
$146 ﹤0.01%
57
1040
$93 ﹤0.01%
20
1041
$90 ﹤0.01%
2
1042
$75 ﹤0.01%
5
1043
$68 ﹤0.01%
6
1044
$50 ﹤0.01%
1
1045
$39 ﹤0.01%
1
1046
$31 ﹤0.01%
6
1047
$24 ﹤0.01%
1
1048
$23 ﹤0.01%
1
1049
$8 ﹤0.01%
1
1050
$7 ﹤0.01%
1
40 41
42
43 44