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
301
$30.2K 0.01%
299
+65
302
$30.2K 0.01%
160
-26
303
$30K 0.01%
510
+69
304
$29.2K 0.01%
314
305
$29K 0.01%
659
+1
306
$28.4K 0.01%
133
-49
307
$28.2K 0.01%
85
308
$28.1K 0.01%
596
-186
309
$28.1K 0.01%
451
+25
310
$27.8K 0.01%
218
-4
311
$27.7K 0.01%
553
+84
312
$27.2K 0.01%
700
313
$27.1K 0.01%
1,406
-246
314
$27K 0.01%
706
-68
315
$26.8K 0.01%
430
+83
316
$25.9K 0.01%
143
+17
317
$25.8K 0.01%
113
+43
318
$25.3K 0.01%
312
319
$25.3K 0.01%
393
320
$25K 0.01%
700
321
$24.6K 0.01%
220
322
$24.6K 0.01%
306
+58
323
$24.5K 0.01%
63
+37
324
$24.4K 0.01%
147
-15
325
$24.2K 0.01%
1,400
11 12
13
14 15