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
201
$74.2K 0.02%
1,596
202
$72.2K 0.02%
396
203
$71.5K 0.02%
131
204
$70.9K 0.02%
941
205
$68.8K 0.01%
499
-30
206
$66.1K 0.01%
272
-200
207
$65.7K 0.01%
323
-38
208
$65.3K 0.01%
1,850
-14
209
$64.1K 0.01%
3,261
-18
210
$63.2K 0.01%
2,940
211
$63K 0.01%
361
212
$60.6K 0.01%
600
-30
213
$56.4K 0.01%
500
214
$55.4K 0.01%
1,602
215
$55K 0.01%
317
-21
216
$54.5K 0.01%
708
-5
217
$54.1K 0.01%
379
218
$52.7K 0.01%
1,222
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219
$52.7K 0.01%
271
-73
220
$52.4K 0.01%
1,692
-338
221
$52.2K 0.01%
950
222
$50.9K 0.01%
344
-677
223
$50.6K 0.01%
750
224
$50.4K 0.01%
2,434
-77
225
$48K 0.01%
537
-42
7 8
9
10 11