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
126
$153K 0.09%
7,629
-502
127
$149K 0.09%
2,369
128
$145K 0.08%
5,175
129
$144K 0.08%
1,193
130
$141K 0.08%
376
+4
131
$136K 0.08%
4,920
132
$134K 0.08%
5,260
133
$128K 0.07%
4,269
+10
134
$127K 0.07%
4,092
135
$127K 0.07%
1,493
136
$125K 0.07%
+940
137
$124K 0.07%
3,066
-71
138
$123K 0.07%
635
+21
139
$123K 0.07%
2,439
+1,050
140
$118K 0.07%
434
+2
141
$116K 0.07%
+1,704
142
$114K 0.07%
+4,079
143
$110K 0.06%
1,452
144
$110K 0.06%
2,696
+19
145
$107K 0.06%
2,775
146
$107K 0.06%
2,000
147
$106K 0.06%
4,305
148
$105K 0.06%
1,615
149
$102K 0.06%
488
+40
150
$102K 0.06%
1,398
+345
4 5
6
7 8