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
526
$7.47K ﹤0.01%
53
527
$7.46K ﹤0.01%
+218
528
$7.39K ﹤0.01%
123
+85
529
$7.35K ﹤0.01%
617
+103
530
$7.34K ﹤0.01%
35
+6
531
$7.33K ﹤0.01%
1,123
532
$7.24K ﹤0.01%
216
-3
533
$7.24K ﹤0.01%
100
+79
534
$7.23K ﹤0.01%
525
+487
535
$7.19K ﹤0.01%
52
536
$7.16K ﹤0.01%
59
+35
537
$7.11K ﹤0.01%
670
538
$7.08K ﹤0.01%
31
539
$7.02K ﹤0.01%
56
540
$7.01K ﹤0.01%
280
+42
541
$6.96K ﹤0.01%
188
542
$6.96K ﹤0.01%
423
543
$6.92K ﹤0.01%
50
544
$6.92K ﹤0.01%
37
-8
545
$6.86K ﹤0.01%
109
+31
546
$6.79K ﹤0.01%
409
547
$6.77K ﹤0.01%
100
-70
548
$6.75K ﹤0.01%
212
+55
549
$6.74K ﹤0.01%
45
550
$6.69K ﹤0.01%
93
20 21
22
23 24