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
251
$44.8K 0.01%
750
-78
252
$43.6K 0.01%
1,333
253
$43.5K 0.01%
1,074
254
$42.9K 0.01%
1,356
+13
255
$42.9K 0.01%
685
-27
256
$41.9K 0.01%
534
-4
257
$41.4K 0.01%
298
+12
258
$41.4K 0.01%
827
+7
259
$41.3K 0.01%
306
+4
260
$41.1K 0.01%
854
261
$40.9K 0.01%
588
262
$40.2K 0.01%
343
263
$38.8K 0.01%
449
-17
264
$37K 0.01%
776
-77
265
$36.5K 0.01%
350
-11
266
$36.4K 0.01%
208
-19
267
$35.6K 0.01%
113
-6
268
$35.4K 0.01%
500
269
$34.5K 0.01%
141
-32
270
$34.1K 0.01%
696
+100
271
$33.8K 0.01%
410
-20
272
$33.7K 0.01%
176
+16
273
$32.7K 0.01%
1,800
274
$32.6K 0.01%
386
-88
275
$32.3K 0.01%
380
9 10
11
12 13