PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$540K
3
+$532K
4
SNX icon
TD Synnex
SNX
+$449K
5
ADBE icon
Adobe
ADBE
+$409K

Top Sells

1
+$7.35M
2
+$1.15M
3
+$436K
4
JPM icon
JPMorgan Chase
JPM
+$423K
5
MS icon
Morgan Stanley
MS
+$408K

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
176
$65K 0.04%
4,132
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177
$65K 0.04%
362
178
$64K 0.04%
1,368
-1,490
179
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631
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$57K 0.04%
774
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199
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200
$40K 0.02%
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