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
201
$103K 0.02%
740
-1,984
202
$101K 0.02%
5,076
+3
203
$100K 0.02%
271
-30
204
$99.5K 0.02%
1,172
205
$99.5K 0.02%
6,232
+6,033
206
$97.9K 0.02%
2,126
+106
207
$95.8K 0.02%
1,570
208
$93.8K 0.02%
2,643
-4,575
209
$93.3K 0.02%
3,852
-351
210
$91K 0.02%
742
211
$90.4K 0.02%
1,422
-173,118
212
$89.3K 0.02%
405
213
$88.2K 0.02%
1,700
-26
214
$87.3K 0.02%
1,740
215
$86.9K 0.02%
968
+16
216
$86.5K 0.02%
1,503
217
$85.7K 0.02%
5,663
+212
218
$84.7K 0.02%
1,252
-50
219
$84.2K 0.02%
2,185
-1,121
220
$83.1K 0.02%
404
-3
221
$82.2K 0.02%
1,847
222
$82.1K 0.02%
279
-5
223
$82.1K 0.02%
870
224
$79.2K 0.02%
1,021
+43
225
$78.8K 0.02%
1,075
-8,084
7 8
9
10 11