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
651
$4.3K ﹤0.01%
110
652
$4.28K ﹤0.01%
95
+90
653
$4.23K ﹤0.01%
17
+13
654
$4.22K ﹤0.01%
+65
655
$4.21K ﹤0.01%
30
656
$4.21K ﹤0.01%
10
+9
657
$4.2K ﹤0.01%
100
658
$4.19K ﹤0.01%
37
+22
659
$4.19K ﹤0.01%
7
+1
660
$4.14K ﹤0.01%
19
661
$4.13K ﹤0.01%
19
+3
662
$4.06K ﹤0.01%
78
+53
663
$4.02K ﹤0.01%
77
664
$3.98K ﹤0.01%
95
665
$3.98K ﹤0.01%
25
+19
666
$3.98K ﹤0.01%
101
667
$3.96K ﹤0.01%
97
668
$3.91K ﹤0.01%
14
+3
669
$3.91K ﹤0.01%
13
670
$3.9K ﹤0.01%
73
-1
671
$3.89K ﹤0.01%
82
672
$3.84K ﹤0.01%
200
673
$3.84K ﹤0.01%
+16
674
$3.84K ﹤0.01%
225
+13
675
$3.84K ﹤0.01%
+492
25 26
27
28 29