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
126
$270K 0.06%
36,332
+3,800
127
$262K 0.06%
1,015
+48
128
$256K 0.06%
9,148
-2,190
129
$251K 0.05%
1,687
+1,494
130
$244K 0.05%
6,140
131
$235K 0.05%
468
-37
132
$232K 0.05%
779
-48
133
$227K 0.05%
1,832
+1,690
134
$224K 0.05%
2,951
+485
135
$217K 0.05%
1,398
+86
136
$216K 0.05%
2,155
-377
137
$214K 0.05%
2,789
+2,714
138
$200K 0.04%
2,136
+215
139
$183K 0.04%
2,752
140
$181K 0.04%
2,755
+1,821
141
$175K 0.04%
6,015
+561
142
$173K 0.04%
2,562
+1,960
143
$171K 0.04%
764
-14
144
$166K 0.04%
906
-17
145
$163K 0.04%
492
146
$161K 0.03%
1,750
147
$160K 0.03%
880
-2
148
$159K 0.03%
5,774
+799
149
$155K 0.03%
240
150
$152K 0.03%
11,612
4 5
6
7 8