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
676
$2.93K ﹤0.01%
22
677
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13
+5
678
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680
$2.91K ﹤0.01%
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681
$2.89K ﹤0.01%
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+8
682
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-3
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684
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43
+10
685
$2.83K ﹤0.01%
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686
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$2.78K ﹤0.01%
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688
$2.72K ﹤0.01%
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-3
689
$2.71K ﹤0.01%
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$2.68K ﹤0.01%
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-11
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692
$2.65K ﹤0.01%
19
+5
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694
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19
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695
$2.63K ﹤0.01%
15
696
$2.63K ﹤0.01%
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-6
697
$2.62K ﹤0.01%
45
-75
698
$2.61K ﹤0.01%
28
699
$2.61K ﹤0.01%
41
700
$2.59K ﹤0.01%
42
+28
26 27
28
29 30