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
776
$1.69K ﹤0.01%
23
777
$1.68K ﹤0.01%
18
-71
778
$1.66K ﹤0.01%
9
779
$1.66K ﹤0.01%
28
780
$1.65K ﹤0.01%
17
-4
781
$1.64K ﹤0.01%
40
782
$1.64K ﹤0.01%
25
-70
783
$1.64K ﹤0.01%
200
784
$1.63K ﹤0.01%
423
785
$1.61K ﹤0.01%
20
786
$1.61K ﹤0.01%
23
787
$1.61K ﹤0.01%
635
788
$1.6K ﹤0.01%
22
789
$1.6K ﹤0.01%
17
790
$1.59K ﹤0.01%
8
-16
791
$1.58K ﹤0.01%
8
-14
792
$1.57K ﹤0.01%
23
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
32
33 34