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
601
$4.49K ﹤0.01%
199
-26
602
$4.43K ﹤0.01%
400
603
$4.42K ﹤0.01%
21
+3
604
$4.4K ﹤0.01%
80
+19
605
$4.37K ﹤0.01%
36
-77
606
$4.36K ﹤0.01%
445
607
$4.31K ﹤0.01%
107
608
$4.3K ﹤0.01%
18
+3
609
$4.29K ﹤0.01%
22
-71
610
$4.28K ﹤0.01%
59
+15
611
$4.28K ﹤0.01%
49
-32
612
$4.26K ﹤0.01%
67
-67
613
$4.26K ﹤0.01%
12
-14
614
$4.2K ﹤0.01%
81
-23
615
$4.17K ﹤0.01%
41
616
$4.16K ﹤0.01%
77
617
$4.15K ﹤0.01%
13
+4
618
$4.14K ﹤0.01%
34
619
$4.14K ﹤0.01%
91
620
$4.14K ﹤0.01%
73
621
$4.14K ﹤0.01%
30
622
$4.1K ﹤0.01%
27
-40
623
$4.08K ﹤0.01%
46
+14
624
$4.01K ﹤0.01%
82
625
$3.97K ﹤0.01%
74
23 24
25
26 27