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
726
$2.23K ﹤0.01%
22
-44
727
$2.22K ﹤0.01%
26
728
$2.21K ﹤0.01%
24
729
$2.2K ﹤0.01%
74
+47
730
$2.2K ﹤0.01%
36
731
$2.19K ﹤0.01%
125
-3
732
$2.13K ﹤0.01%
19
-84
733
$2.13K ﹤0.01%
71
-174
734
$2.12K ﹤0.01%
43
-47
735
$2.12K ﹤0.01%
56
736
$2.11K ﹤0.01%
15
-1,068
737
$2.1K ﹤0.01%
35
738
$2.09K ﹤0.01%
43
739
$2.09K ﹤0.01%
52
+25
740
$2.02K ﹤0.01%
18
741
$2.01K ﹤0.01%
43
742
$2K ﹤0.01%
10
+3
743
$2K ﹤0.01%
110
744
$2K ﹤0.01%
34
-28
745
$1.99K ﹤0.01%
1,025
746
$1.97K ﹤0.01%
11
747
$1.97K ﹤0.01%
343
748
$1.94K ﹤0.01%
+118
749
$1.93K ﹤0.01%
30
+7
750
$1.92K ﹤0.01%
4
-6
28 29
30
31 32