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
$171M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
672
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$665K
3
+$556K
4
AAPL icon
Apple
AAPL
+$521K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$501K

Top Sells

1
+$472K
2
+$439K
3
+$407K
4
HA
Hawaiian Holdings, Inc.
HA
+$379K
5
ALGN icon
Align Technology
ALGN
+$257K

Sector Composition

1 Technology 8.81%
2 Consumer Staples 8.38%
3 Healthcare 6.09%
4 Financials 5.21%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$238K 0.14%
936
+330
102
$228K 0.13%
4,615
-309
103
$225K 0.13%
1,082
+23
104
$224K 0.13%
2,046
-144
105
$221K 0.13%
7,170
-260
106
$218K 0.13%
734
-16
107
$208K 0.12%
3,473
+3,413
108
$207K 0.12%
1,224
+515
109
$200K 0.12%
525
110
$199K 0.12%
1,097
-11
111
$195K 0.11%
1,510
-33
112
$189K 0.11%
1,829
-100
113
$183K 0.11%
2,123
+18
114
$180K 0.11%
+868
115
$177K 0.1%
2,785
116
$175K 0.1%
7,570
+60
117
$171K 0.1%
2,784
+488
118
$165K 0.1%
1,505
+29
119
$165K 0.1%
1,395
+47
120
$163K 0.1%
1,261
+11
121
$162K 0.09%
1,140
+224
122
$161K 0.09%
3,110
-47
123
$161K 0.09%
3,776
124
$158K 0.09%
889
-40
125
$154K 0.09%
5,233
+59
3 4
5
6 7