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
451
$10.4K ﹤0.01%
386
+48
452
$10.4K ﹤0.01%
72
+45
453
$10.4K ﹤0.01%
214
-2
454
$10.4K ﹤0.01%
+500
455
$10.4K ﹤0.01%
148
+44
456
$10.4K ﹤0.01%
164
+38
457
$10.3K ﹤0.01%
99
+40
458
$10.3K ﹤0.01%
211
-26
459
$10.3K ﹤0.01%
200
460
$10.2K ﹤0.01%
37
-1
461
$10.2K ﹤0.01%
108
462
$10.1K ﹤0.01%
43
463
$10.1K ﹤0.01%
164
+54
464
$10.1K ﹤0.01%
48
+24
465
$10.1K ﹤0.01%
109
466
$9.96K ﹤0.01%
32
467
$9.81K ﹤0.01%
117
+48
468
$9.79K ﹤0.01%
312
469
$9.73K ﹤0.01%
296
470
$9.62K ﹤0.01%
92
+22
471
$9.52K ﹤0.01%
463
-417
472
$9.37K ﹤0.01%
59
+32
473
$9.3K ﹤0.01%
47
474
$9.3K ﹤0.01%
+500
475
$9.28K ﹤0.01%
124
+6
17 18
19
20 21