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
$463M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,039
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.81M
3
+$1.33M
4
BAC icon
Bank of America
BAC
+$1.17M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Top Sells

1
+$12.4M
2
+$1.97M
3
+$1.25M
4
AMT icon
American Tower
AMT
+$1.1M
5
EQIX icon
Equinix
EQIX
+$856K

Sector Composition

1 Technology 11.68%
2 Financials 5.56%
3 Communication Services 4.85%
4 Consumer Staples 4.84%
5 Healthcare 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$396K 0.09%
3,809
-25
102
$391K 0.08%
1,521
-74
103
$389K 0.08%
1,871
+1,424
104
$373K 0.08%
2,402
+258
105
$368K 0.08%
2,691
+2,514
106
$351K 0.08%
3,614
+1,371
107
$345K 0.07%
1,618
+1,327
108
$341K 0.07%
13,707
109
$340K 0.07%
13,077
110
$336K 0.07%
2,822
111
$333K 0.07%
1,713
-401
112
$323K 0.07%
8,326
-160
113
$323K 0.07%
596
+13
114
$322K 0.07%
390
-16
115
$319K 0.07%
+3,688
116
$313K 0.07%
1,584
-16
117
$313K 0.07%
1,252
+1,061
118
$309K 0.07%
1,354
-145
119
$309K 0.07%
905
-372
120
$292K 0.06%
3,962
+3,758
121
$289K 0.06%
1,212
+61
122
$284K 0.06%
953
-137
123
$275K 0.06%
3,045
+273
124
$275K 0.06%
913
-76
125
$270K 0.06%
1,952
3 4
5
6 7