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
801
$1.52K ﹤0.01%
7
+4
802
$1.52K ﹤0.01%
7
803
$1.49K ﹤0.01%
270
-1
804
$1.48K ﹤0.01%
2
805
$1.47K ﹤0.01%
26
+18
806
$1.47K ﹤0.01%
10
807
$1.46K ﹤0.01%
170
808
$1.46K ﹤0.01%
12
-5
809
$1.46K ﹤0.01%
6
810
$1.46K ﹤0.01%
90
-24
811
$1.45K ﹤0.01%
60
812
$1.44K ﹤0.01%
41
-8
813
$1.44K ﹤0.01%
23
814
$1.44K ﹤0.01%
+115
815
$1.44K ﹤0.01%
30
816
$1.44K ﹤0.01%
21
817
$1.43K ﹤0.01%
4
818
$1.42K ﹤0.01%
7
819
$1.42K ﹤0.01%
53
820
$1.41K ﹤0.01%
18
821
$1.4K ﹤0.01%
29
822
$1.4K ﹤0.01%
+15
823
$1.4K ﹤0.01%
14
-784
824
$1.39K ﹤0.01%
12
825
$1.39K ﹤0.01%
+130
31 32
33
34 35