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
301
$26.7K 0.01%
365
+11
302
$26.7K 0.01%
400
303
$26.6K 0.01%
423
-66
304
$26K 0.01%
172
305
$25.6K 0.01%
650
306
$25.5K 0.01%
255
-2
307
$25.3K 0.01%
220
308
$25.3K 0.01%
426
-25
309
$25.2K 0.01%
625
310
$24.8K 0.01%
1,400
311
$24.6K 0.01%
10
-79
312
$24.5K 0.01%
120
-13
313
$24.5K 0.01%
277
-1
314
$24.4K 0.01%
446
+62
315
$24.3K 0.01%
184
-1,100
316
$24.2K 0.01%
132
317
$23.9K 0.01%
9
-181
318
$23.9K 0.01%
149
+2
319
$23.8K 0.01%
393
320
$23.5K 0.01%
200
321
$23.5K 0.01%
175
322
$23.3K 0.01%
1,455
+2
323
$23.2K 0.01%
422
+5
324
$22.9K 0.01%
109
325
$22.9K 0.01%
430
-80
11 12
13
14 15