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
801
$2.29K ﹤0.01%
21
802
$2.28K ﹤0.01%
200
803
$2.27K ﹤0.01%
+8
804
$2.26K ﹤0.01%
26
+8
805
$2.25K ﹤0.01%
76
806
$2.25K ﹤0.01%
37
807
$2.25K ﹤0.01%
64
-24
808
$2.23K ﹤0.01%
52
809
$2.22K ﹤0.01%
+42
810
$2.21K ﹤0.01%
30
811
$2.19K ﹤0.01%
63
+36
812
$2.16K ﹤0.01%
+29
813
$2.14K ﹤0.01%
26
+11
814
$2.14K ﹤0.01%
11
815
$2.13K ﹤0.01%
70
+22
816
$2.12K ﹤0.01%
+51
817
$2.12K ﹤0.01%
+31
818
$2.12K ﹤0.01%
123
+4
819
$2.12K ﹤0.01%
18
820
$2.1K ﹤0.01%
43
821
$2.1K ﹤0.01%
423
822
$2.08K ﹤0.01%
32
823
$2.07K ﹤0.01%
56
824
$2.07K ﹤0.01%
86
825
$2.06K ﹤0.01%
36
31 32
33
34 35