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
$384M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$2.73M
3
+$2.51M
4
AMZN icon
Amazon
AMZN
+$1.9M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.48M

Top Sells

1
+$9.39M
2
+$1.91M
3
+$1.56M
4
UNH icon
UnitedHealth
UNH
+$1.17M
5
PEP icon
PepsiCo
PEP
+$1.09M

Sector Composition

1 Technology 10.15%
2 Consumer Staples 5.37%
3 Healthcare 4.54%
4 Consumer Discretionary 4.03%
5 Financials 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$69.2K 0.02%
1,601
227
$68.7K 0.02%
277
228
$67.3K 0.02%
323
229
$66.3K 0.02%
600
230
$66.3K 0.02%
889
-1,166
231
$65.9K 0.02%
50
232
$65.6K 0.02%
967
-71
233
$65.6K 0.02%
685
-175
234
$65.5K 0.02%
5,732
+300
235
$65K 0.02%
682
236
$64.7K 0.02%
407
-11
237
$64.6K 0.02%
262
+26
238
$62.8K 0.02%
485
+37
239
$62.5K 0.02%
+806
240
$61K 0.02%
3,499
241
$59.1K 0.02%
315
+29
242
$59.1K 0.02%
403
-1,165
243
$58.7K 0.02%
564
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244
$58.2K 0.02%
290
+261
245
$55.8K 0.01%
615
-14
246
$55.2K 0.01%
478
-21
247
$54.7K 0.01%
2,018
+57
248
$54.5K 0.01%
1,313
+261
249
$53.4K 0.01%
700
-18
250
$52.8K 0.01%
1,343
-127
8 9
10
11 12