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
426
$12K ﹤0.01%
313
427
$12K ﹤0.01%
144
-17
428
$11.9K ﹤0.01%
111
429
$11.9K ﹤0.01%
307
430
$11.9K ﹤0.01%
99
+11
431
$11.7K ﹤0.01%
1,581
-128
432
$11.5K ﹤0.01%
361
433
$11.5K ﹤0.01%
653
434
$11.5K ﹤0.01%
310
435
$11.4K ﹤0.01%
257
+1
436
$11.4K ﹤0.01%
200
437
$11.4K ﹤0.01%
200
438
$11.4K ﹤0.01%
93
-59
439
$11.1K ﹤0.01%
17
-11
440
$11.1K ﹤0.01%
164
-52
441
$11.1K ﹤0.01%
180
442
$11.1K ﹤0.01%
1,000
443
$11K ﹤0.01%
200
444
$11K ﹤0.01%
210
+138
445
$11K ﹤0.01%
255
-105
446
$10.9K ﹤0.01%
122
+85
447
$10.8K ﹤0.01%
210
448
$10.8K ﹤0.01%
64
+49
449
$10.6K ﹤0.01%
185
450
$10.5K ﹤0.01%
940
-999
16 17
18
19 20