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
126
$264K 0.06%
+3,289
127
$261K 0.06%
6,070
+115
128
$261K 0.06%
2,154
+2,125
129
$261K 0.06%
1,388
-255
130
$261K 0.06%
2,661
-366
131
$259K 0.06%
2,616
-92
132
$252K 0.06%
2,738
+1,188
133
$249K 0.06%
6,145
134
$248K 0.06%
985
+844
135
$246K 0.06%
+1,254
136
$241K 0.06%
2,164
+38
137
$241K 0.06%
4,138
+3,999
138
$234K 0.06%
2,445
+2,356
139
$233K 0.06%
+2,135
140
$229K 0.05%
919
+28
141
$227K 0.05%
2,128
142
$218K 0.05%
7,095
143
$210K 0.05%
3,860
144
$210K 0.05%
513
-563
145
$208K 0.05%
2,235
-265
146
$205K 0.05%
4,099
+3,970
147
$202K 0.05%
766
-52
148
$198K 0.05%
937
+16
149
$194K 0.05%
789
+729
150
$194K 0.05%
2,269
4 5
6
7 8