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
701
$2.58K ﹤0.01%
63
702
$2.57K ﹤0.01%
44
703
$2.53K ﹤0.01%
34
+27
704
$2.52K ﹤0.01%
174
705
$2.51K ﹤0.01%
5
706
$2.51K ﹤0.01%
946
+693
707
$2.49K ﹤0.01%
27
708
$2.48K ﹤0.01%
+189
709
$2.48K ﹤0.01%
16
+4
710
$2.42K ﹤0.01%
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711
$2.42K ﹤0.01%
30
712
$2.42K ﹤0.01%
64
713
$2.41K ﹤0.01%
64
-6
714
$2.37K ﹤0.01%
76
715
$2.37K ﹤0.01%
86
716
$2.37K ﹤0.01%
29
+2
717
$2.36K ﹤0.01%
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718
$2.35K ﹤0.01%
56
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719
$2.35K ﹤0.01%
11
720
$2.34K ﹤0.01%
17
+7
721
$2.29K ﹤0.01%
10
-11
722
$2.28K ﹤0.01%
42
723
$2.27K ﹤0.01%
263
724
$2.24K ﹤0.01%
127
+4
725
$2.24K ﹤0.01%
6
+2
27 28
29
30 31