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
751
$1.91K ﹤0.01%
88
+22
752
$1.91K ﹤0.01%
23
753
$1.9K ﹤0.01%
12
-11
754
$1.9K ﹤0.01%
19
755
$1.87K ﹤0.01%
43
+36
756
$1.87K ﹤0.01%
86
757
$1.86K ﹤0.01%
86
758
$1.85K ﹤0.01%
11
759
$1.85K ﹤0.01%
+60
760
$1.84K ﹤0.01%
156
761
$1.84K ﹤0.01%
10
762
$1.84K ﹤0.01%
107
-194
763
$1.84K ﹤0.01%
100
764
$1.8K ﹤0.01%
122
765
$1.8K ﹤0.01%
14
766
$1.76K ﹤0.01%
+168
767
$1.76K ﹤0.01%
15
768
$1.76K ﹤0.01%
26
769
$1.74K ﹤0.01%
90
770
$1.74K ﹤0.01%
112
-130
771
$1.73K ﹤0.01%
5
-6
772
$1.73K ﹤0.01%
68
773
$1.73K ﹤0.01%
14
774
$1.72K ﹤0.01%
24
-62
775
$1.71K ﹤0.01%
10
29 30
31
32 33