PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$391M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,079
New
Increased
Reduced
Closed

Top Sells

1 +$6.78M
2 +$6.41M
3 +$633K
4
BAC icon
Bank of America
BAC
+$488K
5
BKNG icon
Booking.com
BKNG
+$298K

Sector Composition

1 Technology 8.85%
2 Consumer Staples 4.36%
3 Communication Services 3.85%
4 Healthcare 3.35%
5 Financials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$0 ﹤0.01%
5
1077
-62
1078
$0 ﹤0.01%
8
1079
$0 ﹤0.01%
4