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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,320
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.51%
2 Technology 8.86%
3 Consumer Staples 7.93%
4 Financials 6.9%
5 Consumer Discretionary 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$1K ﹤0.01%
+91
1152
$1K ﹤0.01%
+5
1153
$1K ﹤0.01%
+32
1154
$1K ﹤0.01%
+21
1155
$1K ﹤0.01%
+35
1156
$1K ﹤0.01%
+31
1157
$1K ﹤0.01%
+46
1158
$1K ﹤0.01%
+31
1159
$1K ﹤0.01%
+74
1160
$1K ﹤0.01%
+92
1161
$1K ﹤0.01%
+44
1162
$1K ﹤0.01%
+9
1163
$1K ﹤0.01%
+56
1164
$1K ﹤0.01%
+20
1165
$1K ﹤0.01%
+22
1166
$1K ﹤0.01%
+14
1167
$1K ﹤0.01%
+17
1168
$1K ﹤0.01%
+27
1169
$1K ﹤0.01%
+7
1170
$1K ﹤0.01%
+46
1171
$1K ﹤0.01%
+81
1172
$1K ﹤0.01%
+112
1173
$1K ﹤0.01%
+31
1174
$1K ﹤0.01%
+24
1175
$1K ﹤0.01%
+165