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
476
$8.38K ﹤0.01%
104
+25
477
$8.36K ﹤0.01%
328
-135
478
$8.32K ﹤0.01%
25
479
$8.21K ﹤0.01%
165
-59
480
$8.18K ﹤0.01%
452
-84
481
$8.17K ﹤0.01%
156
-57
482
$8.15K ﹤0.01%
41
483
$8.15K ﹤0.01%
101
-23
484
$8.07K ﹤0.01%
52
485
$8.02K ﹤0.01%
68
486
$7.78K ﹤0.01%
317
-2
487
$7.77K ﹤0.01%
54
+1
488
$7.73K ﹤0.01%
423
489
$7.7K ﹤0.01%
37
490
$7.66K ﹤0.01%
139
-11
491
$7.65K ﹤0.01%
31
492
$7.58K ﹤0.01%
11
493
$7.57K ﹤0.01%
96
494
$7.51K ﹤0.01%
54
495
$7.5K ﹤0.01%
89
496
$7.43K ﹤0.01%
138
497
$7.38K ﹤0.01%
100
498
$7.35K ﹤0.01%
475
499
$7.35K ﹤0.01%
646
+29
500
$7.31K ﹤0.01%
280
18 19
20
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