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
176
$99.3K 0.02%
1,681
-11
177
$98.5K 0.02%
877
-36
178
$98K 0.02%
890
179
$97.8K 0.02%
3,732
180
$96.7K 0.02%
400
181
$93K 0.02%
1,700
182
$90.3K 0.02%
8,648
+1,011
183
$85.3K 0.02%
493
-70
184
$84K 0.02%
619
185
$82.4K 0.02%
734
-11,113
186
$81.9K 0.02%
1,103
187
$81.3K 0.02%
210
-31
188
$80.3K 0.02%
869
189
$79.2K 0.02%
561
-15
190
$79.1K 0.02%
1,032
-1,809
191
$78.8K 0.02%
50
-1
192
$78.8K 0.02%
293
193
$76.9K 0.02%
1,057
194
$76.9K 0.02%
1,121
-147
195
$76.9K 0.02%
299
-12
196
$76.8K 0.02%
447
197
$76.3K 0.02%
547
-184
198
$76.2K 0.02%
486
-74
199
$75K 0.02%
1,624
200
$74.6K 0.02%
1,609
6 7
8
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