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
176
$138K 0.03%
1,854
-69
177
$137K 0.03%
11,612
178
$132K 0.03%
1,270
+3
179
$131K 0.03%
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-249
180
$126K 0.03%
929
181
$126K 0.03%
1,422
+641
182
$125K 0.03%
3,685
+3,570
183
$124K 0.03%
1,065
184
$123K 0.03%
1,779
-3,706
185
$122K 0.03%
6,745
+405
186
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1,106
-8
187
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169
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188
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189
$119K 0.03%
682
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$117K 0.03%
1,324
-65
191
$117K 0.03%
525
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192
$111K 0.03%
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193
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194
$109K 0.03%
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195
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196
$106K 0.03%
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197
$106K 0.03%
795
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198
$106K 0.03%
238
199
$104K 0.02%
1,995
200
$103K 0.02%
735
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