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
501
$8.08K ﹤0.01%
68
-3
502
$8.05K ﹤0.01%
194
+63
503
$7.98K ﹤0.01%
51
504
$7.96K ﹤0.01%
161
-38
505
$7.94K ﹤0.01%
107
506
$7.9K ﹤0.01%
96
+10
507
$7.89K ﹤0.01%
81
+32
508
$7.88K ﹤0.01%
66
+27
509
$7.88K ﹤0.01%
54
510
$7.84K ﹤0.01%
319
+65
511
$7.82K ﹤0.01%
55
512
$7.76K ﹤0.01%
138
513
$7.68K ﹤0.01%
425
+130
514
$7.67K ﹤0.01%
150
-96
515
$7.65K ﹤0.01%
140
-11
516
$7.63K ﹤0.01%
254
517
$7.62K ﹤0.01%
87
+59
518
$7.61K ﹤0.01%
+1,141
519
$7.6K ﹤0.01%
319
520
$7.6K ﹤0.01%
52
-17
521
$7.57K ﹤0.01%
320
-14
522
$7.56K ﹤0.01%
89
523
$7.55K ﹤0.01%
53
524
$7.54K ﹤0.01%
42
+9
525
$7.5K ﹤0.01%
245
19 20
21
22 23