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
26
$2.71M 0.71%
24,610
-2,558
27
$2.71M 0.71%
36,532
+588
28
$2.7M 0.7%
8,546
+2,743
29
$2.68M 0.7%
53,566
-21,264
30
$2.53M 0.66%
12,181
+2,359
31
$2.27M 0.59%
152,136
-7,422
32
$2.07M 0.54%
35,893
-1,940
33
$1.94M 0.51%
14,474
+1,175
34
$1.92M 0.5%
37,276
+25,596
35
$1.82M 0.47%
3,428
-2,203
36
$1.79M 0.47%
7,465
+77
37
$1.57M 0.41%
15,876
38
$1.55M 0.4%
111,528
-1,792
39
$1.53M 0.4%
10,098
-10,276
40
$1.51M 0.39%
20,985
-4,600
41
$1.5M 0.39%
12,148
+9,089
42
$1.48M 0.39%
16,796
+1,075
43
$1.42M 0.37%
5,381
+2,356
44
$1.36M 0.35%
+35,749
45
$1.25M 0.33%
19,620
-16,503
46
$1.22M 0.32%
83,240
+36,570
47
$1.17M 0.31%
2,567
-2,026
48
$1.16M 0.3%
3,770
+9
49
$1.15M 0.3%
14,030
+3,743
50
$1.12M 0.29%
3,229
+1,296
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