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
201
$48K 0.03%
208
202
$48K 0.03%
600
203
$47K 0.03%
89
-25
204
$47K 0.03%
455
205
$46K 0.03%
290
+225
206
$46K 0.03%
369
207
$44K 0.03%
584
-170
208
$44K 0.03%
317
209
$44K 0.03%
403
+3
210
$42K 0.02%
700
211
$42K 0.02%
562
+75
212
$42K 0.02%
807
213
$41K 0.02%
305
-170
214
$41K 0.02%
+485
215
$40K 0.02%
856
+6
216
$40K 0.02%
328
217
$39K 0.02%
710
+108
218
$39K 0.02%
282
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219
$38K 0.02%
410
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220
$38K 0.02%
340
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221
$37K 0.02%
247
222
$36K 0.02%
700
223
$36K 0.02%
630
224
$36K 0.02%
291
+54
225
$35K 0.02%
545
+86
7 8
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