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
276
$31.6K 0.01%
394
-126
277
$31.1K 0.01%
57
-25
278
$31.1K 0.01%
75
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279
$30.6K 0.01%
391
-4,966
280
$30.3K 0.01%
503
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281
$30.3K 0.01%
502
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282
$30.1K 0.01%
1,000
283
$30K 0.01%
199
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284
$29.7K 0.01%
649
-175
285
$29.2K 0.01%
499
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286
$28.9K 0.01%
706
287
$28.9K 0.01%
510
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288
$28.8K 0.01%
223
-32
289
$28.6K 0.01%
253
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290
$28.5K 0.01%
314
291
$28.5K 0.01%
700
292
$28.3K 0.01%
61
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293
$28.3K 0.01%
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294
$27.8K 0.01%
215
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295
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1,687
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296
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450
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297
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1,406
298
$27K 0.01%
312
299
$27K 0.01%
167
-17
300
$27K 0.01%
288
-74
10 11
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