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
601
$5.27K ﹤0.01%
+104
602
$5.27K ﹤0.01%
34
603
$5.23K ﹤0.01%
22
+17
604
$5.21K ﹤0.01%
51
+9
605
$5.19K ﹤0.01%
195
606
$5.18K ﹤0.01%
35
607
$5.16K ﹤0.01%
184
608
$5.13K ﹤0.01%
20
+10
609
$5.11K ﹤0.01%
78
610
$5.1K ﹤0.01%
192
611
$5.09K ﹤0.01%
+77
612
$5.05K ﹤0.01%
210
613
$5.04K ﹤0.01%
177
-23
614
$5.01K ﹤0.01%
476
615
$4.98K ﹤0.01%
116
+3
616
$4.92K ﹤0.01%
159
617
$4.88K ﹤0.01%
145
+130
618
$4.85K ﹤0.01%
47
619
$4.8K ﹤0.01%
+250
620
$4.77K ﹤0.01%
18
-2
621
$4.77K ﹤0.01%
172
622
$4.74K ﹤0.01%
17
-1
623
$4.71K ﹤0.01%
195
-10
624
$4.7K ﹤0.01%
1,013
625
$4.7K ﹤0.01%
100
-513
23 24
25
26 27