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
151
$150K 0.03%
6,570
-1,476
152
$148K 0.03%
4,795
153
$140K 0.03%
3,020
154
$140K 0.03%
1,223
-2,621
155
$133K 0.03%
3,876
+107
156
$133K 0.03%
4,375
+357
157
$132K 0.03%
1,130
-60
158
$132K 0.03%
1,093
159
$128K 0.03%
868
-61
160
$128K 0.03%
398
-80
161
$128K 0.03%
6,304
162
$127K 0.03%
291
+2
163
$116K 0.03%
241
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164
$115K 0.02%
736
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165
$112K 0.02%
735
166
$111K 0.02%
553
167
$111K 0.02%
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168
$110K 0.02%
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169
$109K 0.02%
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170
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1,408
171
$108K 0.02%
1,252
172
$107K 0.02%
102
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173
$107K 0.02%
660
-49
174
$101K 0.02%
1,265
-135
175
$100K 0.02%
1,376
5 6
7
8 9