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
676
$3.84K ﹤0.01%
74
677
$3.81K ﹤0.01%
42
678
$3.81K ﹤0.01%
44
679
$3.79K ﹤0.01%
30
680
$3.77K ﹤0.01%
+18
681
$3.76K ﹤0.01%
13
+8
682
$3.76K ﹤0.01%
74
-3,906
683
$3.75K ﹤0.01%
44
+27
684
$3.74K ﹤0.01%
15
-6
685
$3.72K ﹤0.01%
41
686
$3.71K ﹤0.01%
63
+44
687
$3.7K ﹤0.01%
11
+1
688
$3.68K ﹤0.01%
16
+11
689
$3.67K ﹤0.01%
22
690
$3.67K ﹤0.01%
46
691
$3.67K ﹤0.01%
22
+14
692
$3.67K ﹤0.01%
112
-34
693
$3.67K ﹤0.01%
99
694
$3.66K ﹤0.01%
103
+17
695
$3.65K ﹤0.01%
120
+5
696
$3.63K ﹤0.01%
15
697
$3.63K ﹤0.01%
28
-11
698
$3.6K ﹤0.01%
107
699
$3.59K ﹤0.01%
27
+24
700
$3.58K ﹤0.01%
48
26 27
28
29 30