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
51
$1.06M 0.28%
22,404
-10,929
52
$1.01M 0.26%
4,112
+939
53
$945K 0.25%
15,431
+21
54
$935K 0.24%
4,692
+2,512
55
$924K 0.24%
6,085
+5,118
56
$909K 0.24%
7,770
+4,711
57
$864K 0.23%
37,856
+21,830
58
$844K 0.22%
2,403
+2,263
59
$825K 0.21%
1,695
+39
60
$819K 0.21%
17,185
+6,515
61
$815K 0.21%
14,570
+6,290
62
$775K 0.2%
4,263
-6,021
63
$730K 0.19%
2,736
+935
64
$712K 0.19%
17,111
-81
65
$709K 0.18%
21,393
+2,028
66
$680K 0.18%
6,859
+4,473
67
$666K 0.17%
12,998
-13,996
68
$664K 0.17%
7,944
+522
69
$643K 0.17%
3,890
+1,386
70
$637K 0.17%
1,952
+219
71
$590K 0.15%
8,177
+2,398
72
$588K 0.15%
1,713
+77
73
$570K 0.15%
16,295
-551
74
$564K 0.15%
2,356
+81
75
$552K 0.14%
1,077
-558
1 2
3
4 5