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
176
$71K 0.04%
879
-140
177
$70K 0.04%
1,785
-1,965
178
$70K 0.04%
2,043
179
$70K 0.04%
6,432
180
$70K 0.04%
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181
$69K 0.04%
631
182
$68K 0.04%
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183
$68K 0.04%
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184
$67K 0.04%
704
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185
$63K 0.04%
1,530
+1,416
186
$61K 0.04%
433
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187
$60K 0.04%
+1,490
188
$59K 0.03%
50
189
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609
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190
$57K 0.03%
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191
$56K 0.03%
397
192
$54K 0.03%
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193
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194
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195
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196
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197
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198
$50K 0.03%
292
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199
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200
$48K 0.03%
858
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