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
551
$6.69K ﹤0.01%
176
552
$6.64K ﹤0.01%
89
+38
553
$6.63K ﹤0.01%
140
554
$6.56K ﹤0.01%
96
555
$6.45K ﹤0.01%
301
+203
556
$6.3K ﹤0.01%
49
557
$6.3K ﹤0.01%
140
+20
558
$6.29K ﹤0.01%
50
-7
559
$6.27K ﹤0.01%
120
+99
560
$6.26K ﹤0.01%
34
561
$6.22K ﹤0.01%
46
562
$6.21K ﹤0.01%
100
563
$6.19K ﹤0.01%
62
+26
564
$6.17K ﹤0.01%
105
565
$6.16K ﹤0.01%
464
566
$6.15K ﹤0.01%
119
-171
567
$6.12K ﹤0.01%
11
+1
568
$6.06K ﹤0.01%
108
-73
569
$6.04K ﹤0.01%
25
-12
570
$6.03K ﹤0.01%
43
571
$6.01K ﹤0.01%
50
-5
572
$5.93K ﹤0.01%
79
-7
573
$5.89K ﹤0.01%
17
+12
574
$5.89K ﹤0.01%
151
575
$5.88K ﹤0.01%
22
+15
21 22
23
24 25