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
626
$4.68K ﹤0.01%
91
627
$4.66K ﹤0.01%
24
+16
628
$4.66K ﹤0.01%
221
629
$4.64K ﹤0.01%
500
630
$4.61K ﹤0.01%
14
631
$4.56K ﹤0.01%
166
-7
632
$4.55K ﹤0.01%
51
-19
633
$4.54K ﹤0.01%
+43
634
$4.54K ﹤0.01%
47
635
$4.54K ﹤0.01%
46
636
$4.52K ﹤0.01%
263
-38
637
$4.5K ﹤0.01%
36
-7
638
$4.5K ﹤0.01%
+157
639
$4.48K ﹤0.01%
294
+158
640
$4.47K ﹤0.01%
232
+2
641
$4.46K ﹤0.01%
143
642
$4.45K ﹤0.01%
90
+47
643
$4.45K ﹤0.01%
500
644
$4.41K ﹤0.01%
+148
645
$4.41K ﹤0.01%
445
646
$4.37K ﹤0.01%
650
647
$4.36K ﹤0.01%
400
648
$4.36K ﹤0.01%
67
649
$4.32K ﹤0.01%
661
-359
650
$4.3K ﹤0.01%
21
+13
24 25
26
27 28