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
576
$4.93K ﹤0.01%
184
577
$4.92K ﹤0.01%
192
578
$4.92K ﹤0.01%
7
579
$4.91K ﹤0.01%
1,194
+194
580
$4.88K ﹤0.01%
50
-72
581
$4.88K ﹤0.01%
263
582
$4.82K ﹤0.01%
18
-20
583
$4.77K ﹤0.01%
78
-31
584
$4.75K ﹤0.01%
100
585
$4.72K ﹤0.01%
381
-28
586
$4.71K ﹤0.01%
46
587
$4.68K ﹤0.01%
68
+32
588
$4.67K ﹤0.01%
221
589
$4.63K ﹤0.01%
650
590
$4.61K ﹤0.01%
205
+196
591
$4.58K ﹤0.01%
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592
$4.57K ﹤0.01%
183
-12
593
$4.55K ﹤0.01%
72
+6
594
$4.55K ﹤0.01%
233
+1
595
$4.54K ﹤0.01%
166
596
$4.53K ﹤0.01%
51
597
$4.53K ﹤0.01%
67
598
$4.52K ﹤0.01%
100
599
$4.51K ﹤0.01%
95
600
$4.49K ﹤0.01%
742
22 23
24
25 26