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
$398M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,180
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$21.8M
3
+$10.3M
4
PG icon
Procter & Gamble
PG
+$1.8M
5
UNH icon
UnitedHealth
UNH
+$1.3M

Top Sells

1
+$21.1M
2
+$21M
3
+$11.2M
4
AAPL icon
Apple
AAPL
+$3.09M
5
MSFT icon
Microsoft
MSFT
+$2.95M

Sector Composition

1 Technology 9.52%
2 Consumer Staples 7.57%
3 Healthcare 6.54%
4 Financials 2.97%
5 Consumer Discretionary 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.5K 0.02%
2,656
-9
227
$61.8K 0.02%
623
-62
228
$60.1K 0.02%
3,982
+466
229
$59.7K 0.02%
440
-45
230
$59.5K 0.02%
695
+109
231
$59K 0.01%
1,993
-25
232
$58.8K 0.01%
343
+28
233
$56.8K 0.01%
1,279
-34
234
$56.6K 0.01%
615
235
$56.4K 0.01%
556
-8
236
$56.2K 0.01%
640
-171
237
$54.7K 0.01%
477
-1
238
$54.6K 0.01%
133
239
$53.6K 0.01%
5,732
240
$53.2K 0.01%
176
+10
241
$53.1K 0.01%
758
+58
242
$51.1K 0.01%
382
243
$50.6K 0.01%
931
-36
244
$50.2K 0.01%
237
-25
245
$49.5K 0.01%
1,373
-5
246
$49.3K 0.01%
950
247
$48.3K 0.01%
447
-38
248
$47.6K 0.01%
3,804
+305
249
$46.3K 0.01%
850
-80
250
$45.7K 0.01%
145
+5
8 9
10
11 12