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
751
$2.85K ﹤0.01%
+50
752
$2.84K ﹤0.01%
27
753
$2.84K ﹤0.01%
+14
754
$2.83K ﹤0.01%
48
755
$2.82K ﹤0.01%
1,000
-1,965
756
$2.81K ﹤0.01%
43
+29
757
$2.78K ﹤0.01%
36
+6
758
$2.78K ﹤0.01%
+97
759
$2.75K ﹤0.01%
15
-5
760
$2.74K ﹤0.01%
24
761
$2.74K ﹤0.01%
112
762
$2.73K ﹤0.01%
36
+31
763
$2.72K ﹤0.01%
+21
764
$2.72K ﹤0.01%
61
765
$2.72K ﹤0.01%
+27
766
$2.71K ﹤0.01%
64
767
$2.69K ﹤0.01%
111
+69
768
$2.68K ﹤0.01%
44
769
$2.68K ﹤0.01%
22
-56
770
$2.66K ﹤0.01%
58
+47
771
$2.65K ﹤0.01%
9
772
$2.63K ﹤0.01%
3,983
-4,700
773
$2.62K ﹤0.01%
46
-23
774
$2.62K ﹤0.01%
15
775
$2.6K ﹤0.01%
177
29 30
31
32 33