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
151
$101K 0.06%
738
+33
152
$99K 0.06%
2,645
-195
153
$95K 0.06%
6,000
154
$95K 0.06%
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155
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2,939
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156
$93K 0.05%
1,740
157
$93K 0.05%
1,933
158
$92K 0.05%
750
159
$91K 0.05%
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160
$88K 0.05%
1,128
161
$87K 0.05%
1,596
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162
$85K 0.05%
1,044
-274
163
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164
$84K 0.05%
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165
$80K 0.05%
524
166
$80K 0.05%
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167
$80K 0.05%
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168
$79K 0.05%
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169
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170
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1,298
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171
$76K 0.04%
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172
$74K 0.04%
4,132
173
$71K 0.04%
466
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174
$71K 0.04%
+2,380
175
$71K 0.04%
+659
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7
8 9