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
151
$185K 0.04%
4,797
+4,562
152
$181K 0.04%
1,727
+1,671
153
$181K 0.04%
373
-26
154
$181K 0.04%
1,065
-2,128
155
$178K 0.04%
959
-108
156
$173K 0.04%
500
+355
157
$171K 0.04%
6,093
-3,160
158
$169K 0.04%
2,244
+1,363
159
$168K 0.04%
349
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160
$158K 0.04%
2,164
+1,258
161
$157K 0.04%
1,726
+1,703
162
$157K 0.04%
3,744
+3,609
163
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346
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164
$154K 0.04%
764
165
$148K 0.04%
1,125
-152
166
$147K 0.03%
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169
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170
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171
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172
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173
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1,039
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174
$140K 0.03%
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175
$139K 0.03%
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