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
376
$16.9K ﹤0.01%
163
-68
377
$16.9K ﹤0.01%
655
+636
378
$16.7K ﹤0.01%
93
+83
379
$16.5K ﹤0.01%
342
-12
380
$16.3K ﹤0.01%
496
+130
381
$16.3K ﹤0.01%
256
+226
382
$16.3K ﹤0.01%
150
383
$16.2K ﹤0.01%
213
-5
384
$15.8K ﹤0.01%
78
+8
385
$15.5K ﹤0.01%
113
+77
386
$15.1K ﹤0.01%
61
+1
387
$15.1K ﹤0.01%
44
388
$15.1K ﹤0.01%
493
389
$14.9K ﹤0.01%
164
+5
390
$14.8K ﹤0.01%
144
391
$14.8K ﹤0.01%
69
392
$14.7K ﹤0.01%
+1,000
393
$14.5K ﹤0.01%
436
+191
394
$14.3K ﹤0.01%
513
395
$14.3K ﹤0.01%
49
+16
396
$14.1K ﹤0.01%
371
+66
397
$14K ﹤0.01%
487
398
$14K ﹤0.01%
100
399
$14K ﹤0.01%
357
-2
400
$13.9K ﹤0.01%
624
14 15
16
17 18