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
401
$12.4K ﹤0.01%
200
402
$12.3K ﹤0.01%
17
403
$12.2K ﹤0.01%
300
+181
404
$12.1K ﹤0.01%
53
+6
405
$11.9K ﹤0.01%
121
406
$11.8K ﹤0.01%
1,531
-50
407
$11.7K ﹤0.01%
487
408
$11.7K ﹤0.01%
257
409
$11.7K ﹤0.01%
154
-103
410
$11.6K ﹤0.01%
273
-7
411
$11.5K ﹤0.01%
307
412
$11.5K ﹤0.01%
200
413
$11.5K ﹤0.01%
73
-12
414
$11.5K ﹤0.01%
1,000
415
$11.4K ﹤0.01%
62
-2
416
$11.3K ﹤0.01%
165
-1,713
417
$11.2K ﹤0.01%
71
-37
418
$11.1K ﹤0.01%
608
-147
419
$11K ﹤0.01%
87
420
$11K ﹤0.01%
88
-4
421
$10.8K ﹤0.01%
32
-17
422
$10.7K ﹤0.01%
106
-3
423
$10.6K ﹤0.01%
190
+143
424
$10.6K ﹤0.01%
139
-71
425
$10.6K ﹤0.01%
180
15 16
17
18 19