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
51
$954K 0.24%
5,989
+4,798
52
$953K 0.24%
20,186
-236,754
53
$946K 0.24%
9,339
+5,105
54
$937K 0.24%
19,771
-445,499
55
$918K 0.23%
3,283
-2,098
56
$821K 0.21%
1,786
+709
57
$818K 0.21%
2,251
-978
58
$816K 0.21%
1,726
+31
59
$802K 0.2%
2,255
+303
60
$758K 0.19%
4,924
-1,161
61
$747K 0.19%
16,811
-300
62
$692K 0.17%
8,971
+1,027
63
$689K 0.17%
18,175
+1,880
64
$684K 0.17%
1,186
+1,116
65
$672K 0.17%
3,193
-919
66
$668K 0.17%
3,151
+157
67
$642K 0.16%
9,159
+7,952
68
$641K 0.16%
7,880
+4,066
69
$633K 0.16%
12,116
-5,069
70
$632K 0.16%
3,089
71
$629K 0.16%
2,198
+995
72
$628K 0.16%
9,780
-4,790
73
$608K 0.15%
21,258
-135
74
$603K 0.15%
1,842
+129
75
$592K 0.15%
12,997
+10,600
1 2
3
4 5