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
426
$10.5K ﹤0.01%
94
+3
427
$10.5K ﹤0.01%
161
428
$10.4K ﹤0.01%
575
-30
429
$10.4K ﹤0.01%
111
430
$10.4K ﹤0.01%
194
-29
431
$10.3K ﹤0.01%
296
432
$10.3K ﹤0.01%
108
433
$10.2K ﹤0.01%
653
434
$10.2K ﹤0.01%
279
-380
435
$10K ﹤0.01%
90
-9
436
$9.88K ﹤0.01%
312
437
$9.81K ﹤0.01%
32
438
$9.73K ﹤0.01%
105
+6
439
$9.73K ﹤0.01%
244
-41
440
$9.72K ﹤0.01%
43
441
$9.65K ﹤0.01%
261
+6
442
$9.58K ﹤0.01%
179
-75
443
$9.52K ﹤0.01%
35
444
$9.51K ﹤0.01%
155
-9
445
$9.46K ﹤0.01%
200
446
$9.4K ﹤0.01%
107
447
$9.4K ﹤0.01%
217
+29
448
$9.38K ﹤0.01%
112
-36
449
$9.11K ﹤0.01%
310
450
$9.11K ﹤0.01%
380
-6
16 17
18
19 20