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
626
$3.96K ﹤0.01%
3
627
$3.92K ﹤0.01%
75
628
$3.92K ﹤0.01%
115
-5
629
$3.91K ﹤0.01%
97
630
$3.9K ﹤0.01%
99
631
$3.9K ﹤0.01%
30
632
$3.89K ﹤0.01%
48
633
$3.88K ﹤0.01%
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634
$3.87K ﹤0.01%
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635
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42
636
$3.85K ﹤0.01%
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637
$3.85K ﹤0.01%
500
638
$3.83K ﹤0.01%
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639
$3.75K ﹤0.01%
46
640
$3.74K ﹤0.01%
+562
641
$3.73K ﹤0.01%
44
642
$3.72K ﹤0.01%
24
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643
$3.71K ﹤0.01%
31
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644
$3.68K ﹤0.01%
110
+11
645
$3.65K ﹤0.01%
27
+2
646
$3.63K ﹤0.01%
339
647
$3.63K ﹤0.01%
52
648
$3.48K ﹤0.01%
9
649
$3.47K ﹤0.01%
150
650
$3.45K ﹤0.01%
72
24 25
26
27 28