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
401
$13.9K ﹤0.01%
204
-16
402
$13.8K ﹤0.01%
341
-198
403
$13.5K ﹤0.01%
48
+1
404
$13.5K ﹤0.01%
130
+9
405
$13.2K ﹤0.01%
536
+348
406
$13.2K ﹤0.01%
600
407
$13.1K ﹤0.01%
423
408
$13K ﹤0.01%
285
-50
409
$12.8K ﹤0.01%
257
+57
410
$12.8K ﹤0.01%
254
+57
411
$12.7K ﹤0.01%
113
+46
412
$12.7K ﹤0.01%
85
-8
413
$12.7K ﹤0.01%
280
+7
414
$12.7K ﹤0.01%
999
-88
415
$12.5K ﹤0.01%
+38
416
$12.5K ﹤0.01%
115
+74
417
$12.4K ﹤0.01%
433
418
$12.3K ﹤0.01%
223
+29
419
$12.3K ﹤0.01%
121
-5
420
$12.3K ﹤0.01%
585
-139
421
$12.2K ﹤0.01%
1,517
+18
422
$12.2K ﹤0.01%
382
+44
423
$12.2K ﹤0.01%
103
+84
424
$12.2K ﹤0.01%
755
425
$12K ﹤0.01%
224
+6
15 16
17
18 19