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
501
$7.3K ﹤0.01%
55
502
$7.28K ﹤0.01%
270
+22
503
$7.28K ﹤0.01%
1,123
504
$7.24K ﹤0.01%
67
+11
505
$7.15K ﹤0.01%
112
-11
506
$7K ﹤0.01%
14
507
$6.99K ﹤0.01%
399
-26
508
$6.87K ﹤0.01%
56
509
$6.75K ﹤0.01%
176
510
$6.75K ﹤0.01%
50
511
$6.74K ﹤0.01%
53
512
$6.69K ﹤0.01%
230
-31
513
$6.68K ﹤0.01%
50
514
$6.61K ﹤0.01%
33
-1
515
$6.58K ﹤0.01%
140
516
$6.53K ﹤0.01%
28
-8
517
$6.49K ﹤0.01%
50
518
$6.34K ﹤0.01%
100
519
$6.28K ﹤0.01%
29
-261
520
$6.21K ﹤0.01%
46
521
$6.17K ﹤0.01%
192
522
$6.12K ﹤0.01%
464
523
$6.1K ﹤0.01%
43
-7
524
$6.1K ﹤0.01%
151
525
$6.04K ﹤0.01%
105
19 20
21
22 23