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
26
$2.81M 0.71%
55,123
+1,557
27
$2.75M 0.69%
36,050
-482
28
$2.7M 0.68%
24,608
-2
29
$2.51M 0.63%
37,540
+1,647
30
$2.5M 0.63%
24,214
-23,194
31
$2.47M 0.62%
39,615
+19,995
32
$2.46M 0.62%
4,946
+2,379
33
$2.41M 0.6%
150,861
-1,275
34
$2.31M 0.58%
10,249
-1,932
35
$2.07M 0.52%
11,346
+7,083
36
$2.03M 0.51%
6,887
-1,659
37
$2M 0.5%
38,293
+1,017
38
$1.89M 0.48%
14,509
+35
39
$1.87M 0.47%
26,995
+6,010
40
$1.73M 0.43%
16,680
-116
41
$1.67M 0.42%
33,852
+11,448
42
$1.58M 0.4%
97,272
-14,256
43
$1.57M 0.39%
15,823
-53
44
$1.56M 0.39%
6,987
-478
45
$1.29M 0.32%
46,430
-36,810
46
$1.18M 0.3%
28,818
+15,820
47
$1.17M 0.29%
3,787
+17
48
$1.12M 0.28%
12,011
-2,019
49
$966K 0.24%
2,814
+2,221
50
$964K 0.24%
15,431
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