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
251
$52.2K 0.01%
1,171
-3,439
252
$52K 0.01%
828
+78
253
$51.8K 0.01%
382
-57
254
$51.5K 0.01%
1,475
+768
255
$51.1K 0.01%
133
-10
256
$48.8K 0.01%
853
-404
257
$47.8K 0.01%
950
258
$47.7K 0.01%
1,378
+956
259
$46.5K 0.01%
166
-16
260
$46.4K 0.01%
538
+6
261
$45K 0.01%
930
+80
262
$44.9K 0.01%
712
-22
263
$44.9K 0.01%
194
-765
264
$44.9K 0.01%
586
-99
265
$44.8K 0.01%
437
-4,388
266
$44.8K 0.01%
534
-3,030
267
$44.1K 0.01%
485
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268
$43.6K 0.01%
1,074
269
$42.6K 0.01%
1,333
270
$42.6K 0.01%
99
+21
271
$42K 0.01%
140
+3
272
$42K 0.01%
588
273
$41.4K 0.01%
466
274
$41.4K 0.01%
343
275
$41.1K 0.01%
710
9 10
11
12 13