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
351
$20.4K 0.01%
144
-37
352
$20.3K 0.01%
99
+11
353
$19.9K 0.01%
257
+48
354
$19.7K 0.01%
172
355
$19.6K 0.01%
236
356
$19.5K 0.01%
625
357
$19.4K 0.01%
127
-9
358
$19.4K 0.01%
384
-48
359
$18.9K ﹤0.01%
969
360
$18.3K ﹤0.01%
124
-7
361
$18.2K ﹤0.01%
1,843
362
$18.2K ﹤0.01%
414
363
$18.2K ﹤0.01%
128
+6
364
$18.1K ﹤0.01%
397
365
$18.1K ﹤0.01%
420
366
$17.8K ﹤0.01%
289
+79
367
$17.7K ﹤0.01%
213
+18
368
$17.6K ﹤0.01%
52
-7
369
$17.6K ﹤0.01%
197
370
$17.5K ﹤0.01%
109
-4
371
$17.4K ﹤0.01%
100
-8
372
$17.3K ﹤0.01%
138
+54
373
$17.3K ﹤0.01%
151
+43
374
$17.2K ﹤0.01%
140
-4
375
$17.1K ﹤0.01%
108
-1,401
13 14
15
16 17