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
351
$17.4K ﹤0.01%
222
-175
352
$17.4K ﹤0.01%
582
+86
353
$17.4K ﹤0.01%
159
-43
354
$17.2K ﹤0.01%
84
-29
355
$17.1K ﹤0.01%
391
-6
356
$16.9K ﹤0.01%
213
357
$16.8K ﹤0.01%
100
358
$16.8K ﹤0.01%
47
-5
359
$16.7K ﹤0.01%
139
+46
360
$16.3K ﹤0.01%
256
361
$16.2K ﹤0.01%
144
362
$16K ﹤0.01%
624
363
$16K ﹤0.01%
266
+9
364
$15.9K ﹤0.01%
87
-29
365
$15.7K ﹤0.01%
394
366
$15.6K ﹤0.01%
147
-1,335
367
$15.4K ﹤0.01%
493
368
$15.3K ﹤0.01%
80
-38
369
$15.2K ﹤0.01%
196
-8
370
$15.2K ﹤0.01%
371
371
$15.2K ﹤0.01%
49
+5
372
$14.8K ﹤0.01%
1,460
-57
373
$14.7K ﹤0.01%
999
374
$14.6K ﹤0.01%
244
-100
375
$14.5K ﹤0.01%
100
13 14
15
16 17