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
376
$14.3K ﹤0.01%
60
-1
377
$14.3K ﹤0.01%
423
378
$14.2K ﹤0.01%
342
379
$14.1K ﹤0.01%
108
-43
380
$14.1K ﹤0.01%
513
381
$14K ﹤0.01%
99
+48
382
$13.9K ﹤0.01%
313
383
$13.7K ﹤0.01%
335
-6
384
$13.7K ﹤0.01%
270
-19
385
$13.6K ﹤0.01%
357
386
$13.5K ﹤0.01%
120
+5
387
$13.4K ﹤0.01%
202
-9
388
$13.3K ﹤0.01%
185
389
$13.3K ﹤0.01%
192
+28
390
$13.3K ﹤0.01%
137
+7
391
$13.3K ﹤0.01%
51
+3
392
$13.3K ﹤0.01%
600
393
$13.2K ﹤0.01%
98
-40
394
$13.1K ﹤0.01%
382
395
$13K ﹤0.01%
433
396
$13K ﹤0.01%
156
+12
397
$13K ﹤0.01%
64
-8
398
$12.7K ﹤0.01%
361
399
$12.7K ﹤0.01%
214
400
$12.7K ﹤0.01%
585
14 15
16
17 18