PWMG
Prestige Wealth Management Group Portfolio holdings
AUM
$490M
1-Year Return
12.41%
This Quarter Return
-10.87%
1 Year Return
+12.41%
3 Year Return
+47.74%
5 Year Return
+69.8%
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.89%
Holding
1,320
New
1,319
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
