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
526
$6.04K ﹤0.01%
17
527
$6K ﹤0.01%
93
528
$5.93K ﹤0.01%
950
529
$5.93K ﹤0.01%
145
530
$5.91K ﹤0.01%
164
+45
531
$5.87K ﹤0.01%
159
532
$5.83K ﹤0.01%
16
+5
533
$5.83K ﹤0.01%
23
+8
534
$5.79K ﹤0.01%
661
535
$5.76K ﹤0.01%
57
-5
536
$5.75K ﹤0.01%
160
537
$5.74K ﹤0.01%
41
-8
538
$5.73K ﹤0.01%
43
539
$5.72K ﹤0.01%
60
-2
540
$5.72K ﹤0.01%
94
541
$5.69K ﹤0.01%
35
542
$5.68K ﹤0.01%
2,050
543
$5.59K ﹤0.01%
78
544
$5.58K ﹤0.01%
172
545
$5.56K ﹤0.01%
169
+57
546
$5.55K ﹤0.01%
51
547
$5.55K ﹤0.01%
100
548
$5.54K ﹤0.01%
24
549
$5.54K ﹤0.01%
177
550
$5.53K ﹤0.01%
195
20 21
22
23 24