PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
This Quarter Return
+9.98%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$440M
AUM Growth
+$440M
(+8.7%)
Cap. Flow
-$1.87M
Cap. Flow
% of AUM
-0.43%
Top 10 Holdings %
Top 10 Hldgs %
53.14%
Holding
1,082
New
39
Increased
195
Reduced
238
Closed
63
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 10.8% |
| 2 | Financials | 5.72% |
| 3 | Consumer Staples | 4.46% |
| 4 | Communication Services | 4.35% |
| 5 | Healthcare | 3.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Avista
AVA
$2.95B
| – | – |
-20
| Closed | -$648 |
|
|
ARR
1077
Armour Residential REIT
ARR
$1.78B
| – | – |
-288
| Closed | -$1.22K |
|
1078
Apple Hospitality REIT
APLE
$3.05B
| – | – |
-143
| Closed | -$2.21K |
|
1079
AngioDynamics
ANGO
$432M
| – | – |
-118
| Closed | -$863 |
|
1080
AdaptHealth
AHCO
$1.23B
| – | – |
-30
| Closed | -$273 |
|
1081
Advance Auto Parts
AAP
$3.54B
| – | – |
-6
| Closed | -$336 |
|
|
AVID
1082
DELISTED
Avid Technology Inc
AVID
| – | – |
-50
| Closed | -$1.34K |
|