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
551
$5.52K ﹤0.01%
140
552
$5.52K ﹤0.01%
147
-78
553
$5.52K ﹤0.01%
476
554
$5.45K ﹤0.01%
110
-71
555
$5.45K ﹤0.01%
405
-72
556
$5.45K ﹤0.01%
294
557
$5.41K ﹤0.01%
275
558
$5.4K ﹤0.01%
210
559
$5.32K ﹤0.01%
110
560
$5.26K ﹤0.01%
38
-7
561
$5.24K ﹤0.01%
33
-26
562
$5.2K ﹤0.01%
17
563
$5.18K ﹤0.01%
135
-59
564
$5.18K ﹤0.01%
25
565
$5.17K ﹤0.01%
+63
566
$5.17K ﹤0.01%
66
-51
567
$5.16K ﹤0.01%
118
+2
568
$5.14K ﹤0.01%
65
569
$5.14K ﹤0.01%
34
570
$5.11K ﹤0.01%
1,041
+28
571
$5.05K ﹤0.01%
143
572
$5.04K ﹤0.01%
9
+5
573
$5K ﹤0.01%
37
+24
574
$5K ﹤0.01%
500
+400
575
$4.96K ﹤0.01%
411
21 22
23
24 25