PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$22.2M
2
+$21.6M
3
+$10.3M
4
PG icon
Procter & Gamble
PG
+$1.73M
5
UNH icon
UnitedHealth
UNH
+$1.33M

Top Sells

1
+$20.9M
2
+$20.9M
3
+$11.2M
4
AAPL icon
Apple
AAPL
+$2.76M
5
MSFT icon
Microsoft
MSFT
+$2.61M

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
776
$1.69K ﹤0.01%
23
777
$1.68K ﹤0.01%
18
-71
778
$1.66K ﹤0.01%
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779
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780
$1.65K ﹤0.01%
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$1.64K ﹤0.01%
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782
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$1.64K ﹤0.01%
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784
$1.63K ﹤0.01%
423
785
$1.61K ﹤0.01%
40
786
$1.61K ﹤0.01%
23
787
$1.61K ﹤0.01%
64
788
$1.6K ﹤0.01%
22
789
$1.6K ﹤0.01%
17
790
$1.59K ﹤0.01%
8
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$1.58K ﹤0.01%
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$1.57K ﹤0.01%
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793
$1.57K ﹤0.01%
+19
794
$1.57K ﹤0.01%
37
+10
795
$1.57K ﹤0.01%
+51
796
$1.56K ﹤0.01%
14
797
$1.55K ﹤0.01%
70
798
$1.54K ﹤0.01%
93
-23
799
$1.53K ﹤0.01%
1
800
$1.53K ﹤0.01%
17
30 31
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33 34