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
826
$2.06K ﹤0.01%
27
-40
827
$2.06K ﹤0.01%
230
-147
828
$2.04K ﹤0.01%
21
829
$2.04K ﹤0.01%
156
830
$2.01K ﹤0.01%
+23
831
$2.01K ﹤0.01%
14
832
$2.01K ﹤0.01%
44
+9
833
$2K ﹤0.01%
+138
834
$1.96K ﹤0.01%
43
835
$1.94K ﹤0.01%
64
-128
836
$1.93K ﹤0.01%
+39
837
$1.92K ﹤0.01%
35
+14
838
$1.92K ﹤0.01%
8
839
$1.91K ﹤0.01%
+66
840
$1.9K ﹤0.01%
+116
841
$1.9K ﹤0.01%
+54
842
$1.89K ﹤0.01%
14
843
$1.88K ﹤0.01%
+58
844
$1.88K ﹤0.01%
86
845
$1.88K ﹤0.01%
343
846
$1.86K ﹤0.01%
11
+6
847
$1.86K ﹤0.01%
4
848
$1.85K ﹤0.01%
+114
849
$1.83K ﹤0.01%
+26
850
$1.83K ﹤0.01%
49
+30
32 33
34
35 36