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
151
$93K 0.06%
1,015
+900
152
$92K 0.06%
1,740
153
$92K 0.06%
2,900
-136
154
$86K 0.05%
705
-403
155
$85K 0.05%
6,000
-357
156
$84K 0.05%
524
-102
157
$82K 0.05%
895
-226
158
$82K 0.05%
997
-3,235
159
$80K 0.05%
+3,892
160
$80K 0.05%
+3,337
161
$79K 0.05%
549
-30
162
$78K 0.05%
1,595
-5
163
$78K 0.05%
1,371
-228
164
$78K 0.05%
966
-674
165
$77K 0.05%
4,407
-5,361
166
$76K 0.05%
1,302
+74
167
$75K 0.05%
1,019
-25
168
$73K 0.04%
2,043
-523
169
$72K 0.04%
750
170
$70K 0.04%
1,142
+2
171
$69K 0.04%
+1,200
172
$67K 0.04%
492
-904
173
$67K 0.04%
1,389
-1,202
174
$66K 0.04%
475
175
$65K 0.04%
4,132
-469
5 6
7
8 9