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
$163M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$551K
3
+$534K
4
SNX icon
TD Synnex
SNX
+$453K
5
ADBE icon
Adobe
ADBE
+$432K

Top Sells

1
+$7.35M
2
+$1.2M
3
+$453K
4
JPM icon
JPMorgan Chase
JPM
+$416K
5
MS icon
Morgan Stanley
MS
+$411K

Sector Composition

1 Technology 8.78%
2 Healthcare 7.69%
3 Consumer Staples 7.5%
4 Financials 5.22%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$136K 0.08%
4,302
127
$136K 0.08%
5,175
128
$135K 0.08%
+547
129
$134K 0.08%
1,437
-201
130
$132K 0.08%
1,244
-207
131
$130K 0.08%
7,270
-30
132
$128K 0.08%
1,504
-293
133
$124K 0.08%
2,289
-1,110
134
$119K 0.07%
25,385
+1,183
135
$115K 0.07%
1,435
+950
136
$115K 0.07%
3,083
+254
137
$114K 0.07%
2,208
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138
$114K 0.07%
1,933
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139
$113K 0.07%
709
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140
$112K 0.07%
432
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141
$111K 0.07%
975
142
$105K 0.06%
1,615
143
$105K 0.06%
2,830
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144
$104K 0.06%
4,271
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145
$104K 0.06%
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146
$102K 0.06%
2,047
-237
147
$100K 0.06%
372
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148
$99K 0.06%
228
+15
149
$95K 0.06%
1,340
-156
150
$93K 0.06%
1,201
4 5
6
7 8