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
326
$24.2K 0.01%
1,817
+130
327
$24K 0.01%
650
328
$24K 0.01%
354
329
$24K 0.01%
400
330
$23.9K 0.01%
418
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331
$23.7K 0.01%
257
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332
$23.7K 0.01%
175
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333
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417
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$23.3K 0.01%
1,453
+2
335
$23K 0.01%
394
336
$23K 0.01%
202
-107
337
$22.9K 0.01%
1,000
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338
$22.4K 0.01%
278
+2
339
$22.4K 0.01%
132
340
$22.3K 0.01%
344
341
$22.2K 0.01%
770
342
$22K 0.01%
83
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343
$21.8K 0.01%
230
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$21.6K 0.01%
538
-14
345
$21.6K 0.01%
105
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346
$21.5K 0.01%
510
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347
$21.3K 0.01%
200
348
$21.3K 0.01%
596
-3,618
349
$20.8K 0.01%
118
-8
350
$20.7K 0.01%
116
+29
12 13
14
15 16