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
576
$5.84K ﹤0.01%
477
-188
577
$5.8K ﹤0.01%
950
578
$5.77K ﹤0.01%
25
579
$5.75K ﹤0.01%
17
+3
580
$5.72K ﹤0.01%
+104
581
$5.71K ﹤0.01%
14
+4
582
$5.7K ﹤0.01%
192
583
$5.69K ﹤0.01%
275
584
$5.68K ﹤0.01%
160
585
$5.66K ﹤0.01%
2,050
586
$5.64K ﹤0.01%
56
+48
587
$5.64K ﹤0.01%
50
588
$5.61K ﹤0.01%
52
+27
589
$5.55K ﹤0.01%
119
-25
590
$5.52K ﹤0.01%
200
-30
591
$5.48K ﹤0.01%
24
592
$5.45K ﹤0.01%
+143
593
$5.41K ﹤0.01%
66
+10
594
$5.4K ﹤0.01%
94
+88
595
$5.39K ﹤0.01%
62
596
$5.36K ﹤0.01%
517
-21
597
$5.34K ﹤0.01%
34
-2
598
$5.34K ﹤0.01%
41
+22
599
$5.29K ﹤0.01%
100
600
$5.29K ﹤0.01%
86
+62
22 23
24
25 26