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
451
$9.08K ﹤0.01%
319
452
$9.04K ﹤0.01%
940
453
$8.93K ﹤0.01%
174
454
$8.9K ﹤0.01%
32
-5
455
$8.88K ﹤0.01%
140
456
$8.86K ﹤0.01%
112
+6
457
$8.8K ﹤0.01%
1,000
458
$8.76K ﹤0.01%
240
459
$8.75K ﹤0.01%
235
-201
460
$8.73K ﹤0.01%
81
461
$8.7K ﹤0.01%
1,447
462
$8.68K ﹤0.01%
123
463
$8.64K ﹤0.01%
52
464
$8.64K ﹤0.01%
89
+2
465
$8.63K ﹤0.01%
320
466
$8.61K ﹤0.01%
+402
467
$8.61K ﹤0.01%
22
-7
468
$8.57K ﹤0.01%
226
-1,249
469
$8.57K ﹤0.01%
193
-23
470
$8.57K ﹤0.01%
37
+20
471
$8.47K ﹤0.01%
80
-33
472
$8.46K ﹤0.01%
147
-17
473
$8.46K ﹤0.01%
89
-7
474
$8.44K ﹤0.01%
246
+34
475
$8.4K ﹤0.01%
761
+91
17 18
19
20 21