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
776
$2.6K ﹤0.01%
1,025
777
$2.59K ﹤0.01%
11
-4
778
$2.55K ﹤0.01%
17
-14
779
$2.54K ﹤0.01%
3
780
$2.53K ﹤0.01%
+72
781
$2.53K ﹤0.01%
52
-11
782
$2.52K ﹤0.01%
42
783
$2.51K ﹤0.01%
339
784
$2.5K ﹤0.01%
174
785
$2.5K ﹤0.01%
+22
786
$2.48K ﹤0.01%
22
787
$2.48K ﹤0.01%
+25
788
$2.48K ﹤0.01%
33
789
$2.47K ﹤0.01%
+71
790
$2.43K ﹤0.01%
12
791
$2.41K ﹤0.01%
169
792
$2.39K ﹤0.01%
300
793
$2.39K ﹤0.01%
+16
794
$2.36K ﹤0.01%
+36
795
$2.35K ﹤0.01%
16
+9
796
$2.35K ﹤0.01%
+29
797
$2.34K ﹤0.01%
41
-49
798
$2.32K ﹤0.01%
+99
799
$2.31K ﹤0.01%
28
-144
800
$2.29K ﹤0.01%
+201
30 31
32
33 34