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
651
$3.43K ﹤0.01%
42
652
$3.42K ﹤0.01%
24
653
$3.42K ﹤0.01%
100
-6,400
654
$3.38K ﹤0.01%
288
655
$3.36K ﹤0.01%
41
656
$3.34K ﹤0.01%
164
657
$3.33K ﹤0.01%
295
+126
658
$3.26K ﹤0.01%
10
-1
659
$3.25K ﹤0.01%
28
-9
660
$3.25K ﹤0.01%
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661
$3.24K ﹤0.01%
27
-9
662
$3.2K ﹤0.01%
75
663
$3.19K ﹤0.01%
200
664
$3.19K ﹤0.01%
100
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665
$3.18K ﹤0.01%
10
-10
666
$3.17K ﹤0.01%
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667
$3.16K ﹤0.01%
15
668
$3.16K ﹤0.01%
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669
$3.15K ﹤0.01%
34
-1,399
670
$3.08K ﹤0.01%
12
671
$3.08K ﹤0.01%
140
672
$3.01K ﹤0.01%
56
+12
673
$2.98K ﹤0.01%
415
-102
674
$2.97K ﹤0.01%
300
675
$2.94K ﹤0.01%
29
+3
25 26
27
28 29