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
$163M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,336
New
Increased
Reduced
Closed

Top Buys

1
+$27.6M
2
+$551K
3
+$534K
4
SNX icon
TD Synnex
SNX
+$453K
5
ADBE icon
Adobe
ADBE
+$432K

Top Sells

1
+$7.35M
2
+$1.2M
3
+$453K
4
JPM icon
JPMorgan Chase
JPM
+$416K
5
MS icon
Morgan Stanley
MS
+$411K

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
201
$40K 0.02%
311
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202
$39K 0.02%
260
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$38K 0.02%
1,265
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204
$38K 0.02%
850
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205
$37K 0.02%
328
206
$37K 0.02%
858
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$37K 0.02%
672
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208
$37K 0.02%
267
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$36K 0.02%
430
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307
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$35K 0.02%
700
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$35K 0.02%
444
213
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$34K 0.02%
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$33K 0.02%
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175
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$31K 0.02%
349
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222
$31K 0.02%
407
223
$31K 0.02%
333
224
$31K 0.02%
185
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225
$30K 0.02%
602
-233
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