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
701
$3.58K ﹤0.01%
742
702
$3.57K ﹤0.01%
31
+12
703
$3.56K ﹤0.01%
+61
704
$3.54K ﹤0.01%
75
705
$3.52K ﹤0.01%
11
706
$3.52K ﹤0.01%
+48
707
$3.52K ﹤0.01%
411
708
$3.51K ﹤0.01%
+193
709
$3.51K ﹤0.01%
140
-161
710
$3.48K ﹤0.01%
24
+21
711
$3.45K ﹤0.01%
+24
712
$3.42K ﹤0.01%
+25
713
$3.41K ﹤0.01%
+30
714
$3.4K ﹤0.01%
+13
715
$3.36K ﹤0.01%
150
716
$3.36K ﹤0.01%
+19
717
$3.36K ﹤0.01%
200
718
$3.35K ﹤0.01%
72
719
$3.34K ﹤0.01%
40
+3
720
$3.32K ﹤0.01%
242
721
$3.28K ﹤0.01%
+55
722
$3.27K ﹤0.01%
+44
723
$3.26K ﹤0.01%
+505
724
$3.25K ﹤0.01%
288
725
$3.23K ﹤0.01%
23
-2
27 28
29
30 31