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
1276
$0 ﹤0.01%
+41
1277
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+14
1278
0
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1283
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1284
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1285
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1287
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1289
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1290
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1291
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+35
1292
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1293
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1294
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1295
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1296
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1297
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1298
$0 ﹤0.01%
+5
1299
$0 ﹤0.01%
+1
1300
$0 ﹤0.01%
+4