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
276
$40.4K 0.01%
163
-1,210
277
$38.6K 0.01%
70
-976
278
$38.5K 0.01%
82
+10
279
$38.4K 0.01%
854
280
$38.3K 0.01%
173
-4
281
$37.9K 0.01%
820
+4
282
$37.9K 0.01%
286
+12
283
$37.1K 0.01%
474
+88
284
$37K 0.01%
361
+69
285
$35.2K 0.01%
520
+52
286
$35.1K 0.01%
302
+7
287
$34.4K 0.01%
119
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288
$34.1K 0.01%
824
+175
289
$33.8K 0.01%
1,800
290
$33.5K 0.01%
255
-87
291
$33.5K 0.01%
397
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292
$33.3K 0.01%
3,516
-968
293
$33K 0.01%
188
+14
294
$32.7K 0.01%
489
+206
295
$32.5K 0.01%
362
+320
296
$32.5K 0.01%
380
297
$32.1K 0.01%
500
298
$31.5K 0.01%
184
+6
299
$31K 0.01%
+1,000
300
$30.8K 0.01%
227
+19
10 11
12
13 14