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
326
$22.8K 0.01%
134
+6
327
$22.5K 0.01%
126
-17
328
$22.5K 0.01%
114
+36
329
$22.5K 0.01%
770
330
$22.4K 0.01%
310
+4
331
$21.8K 0.01%
103
+4
332
$21.2K 0.01%
780
+125
333
$21.1K 0.01%
63
+15
334
$20.7K 0.01%
127
+3
335
$20.6K 0.01%
197
336
$20.6K 0.01%
226
-4
337
$20.5K 0.01%
800
-200
338
$20.5K 0.01%
414
339
$20.1K 0.01%
499
-39
340
$19.5K ﹤0.01%
420
341
$19.4K ﹤0.01%
164
342
$19.2K ﹤0.01%
969
343
$19.2K ﹤0.01%
134
-10
344
$19K ﹤0.01%
152
+12
345
$19K ﹤0.01%
150
346
$18.7K ﹤0.01%
69
347
$18.6K ﹤0.01%
127
348
$18.3K ﹤0.01%
1,843
349
$18.2K ﹤0.01%
165
+2
350
$18K ﹤0.01%
236
12 13
14
15 16