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
826
$1.39K ﹤0.01%
46
827
$1.36K ﹤0.01%
50
828
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63
829
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+24
830
$1.34K ﹤0.01%
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831
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10
832
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7
833
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6
834
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11
+1
835
$1.31K ﹤0.01%
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836
$1.3K ﹤0.01%
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837
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25
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838
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+10
839
$1.3K ﹤0.01%
19
-44
840
$1.3K ﹤0.01%
66
841
$1.3K ﹤0.01%
36
842
$1.29K ﹤0.01%
110
843
$1.29K ﹤0.01%
87
844
$1.29K ﹤0.01%
3
-10
845
$1.28K ﹤0.01%
19
+10
846
$1.28K ﹤0.01%
33
847
$1.28K ﹤0.01%
42
-59
848
$1.26K ﹤0.01%
57
849
$1.24K ﹤0.01%
10
850
$1.24K ﹤0.01%
18
32 33
34
35 36