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
726
$3.21K ﹤0.01%
+79
727
$3.21K ﹤0.01%
+69
728
$3.19K ﹤0.01%
+19
729
$3.19K ﹤0.01%
+164
730
$3.18K ﹤0.01%
+19
731
$3.17K ﹤0.01%
99
+36
732
$3.16K ﹤0.01%
+16
733
$3.14K ﹤0.01%
54
+47
734
$3.13K ﹤0.01%
+62
735
$3.1K ﹤0.01%
28
736
$3.03K ﹤0.01%
+30
737
$2.99K ﹤0.01%
+26
738
$2.98K ﹤0.01%
17
739
$2.97K ﹤0.01%
42
740
$2.97K ﹤0.01%
128
+40
741
$2.96K ﹤0.01%
+36
742
$2.96K ﹤0.01%
41
743
$2.94K ﹤0.01%
+13
744
$2.93K ﹤0.01%
64
745
$2.9K ﹤0.01%
59
+20
746
$2.88K ﹤0.01%
263
747
$2.88K ﹤0.01%
47
-167
748
$2.87K ﹤0.01%
9
-4
749
$2.87K ﹤0.01%
75
750
$2.85K ﹤0.01%
+40
28 29
30
31 32