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
$421M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$10.2M
3
+$3.04M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.79M
5
LIN icon
Linde
LIN
+$2.34M

Top Sells

1
+$11M
2
+$9.96M
3
+$5.29M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
PEP icon
PepsiCo
PEP
+$1.34M

Sector Composition

1 Technology 10.81%
2 Consumer Staples 4.51%
3 Healthcare 3.95%
4 Communication Services 3.82%
5 Materials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$397K 0.09%
3,333
+46
102
$389K 0.09%
971
-38
103
$389K 0.09%
1,724
+1,707
104
$383K 0.09%
3,041
-150
105
$380K 0.09%
1,543
-948
106
$379K 0.09%
1,240
-958
107
$372K 0.09%
805
+788
108
$368K 0.09%
29,323
+25,341
109
$367K 0.09%
1,506
-50
110
$353K 0.08%
15,798
111
$332K 0.08%
2,984
-128
112
$315K 0.07%
9,232
-357
113
$312K 0.07%
1,614
-188
114
$310K 0.07%
13,077
115
$302K 0.07%
3,340
+38
116
$301K 0.07%
657
-20
117
$299K 0.07%
3,251
+3,234
118
$293K 0.07%
1,506
-48
119
$293K 0.07%
2,822
120
$292K 0.07%
1,755
-739
121
$289K 0.07%
2,849
+2,831
122
$287K 0.07%
415
-25
123
$285K 0.07%
607
-2,207
124
$282K 0.07%
389
+9
125
$271K 0.06%
1,841
+1,830
3 4
5
6 7