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
851
$1.81K ﹤0.01%
+31
852
$1.81K ﹤0.01%
53
853
$1.8K ﹤0.01%
13
854
$1.79K ﹤0.01%
19
855
$1.79K ﹤0.01%
11
856
$1.78K ﹤0.01%
100
857
$1.77K ﹤0.01%
18
858
$1.77K ﹤0.01%
5
+4
859
$1.74K ﹤0.01%
14
860
$1.72K ﹤0.01%
60
-25
861
$1.71K ﹤0.01%
+48
862
$1.71K ﹤0.01%
635
+100
863
$1.7K ﹤0.01%
167
+84
864
$1.69K ﹤0.01%
22
865
$1.69K ﹤0.01%
15
866
$1.69K ﹤0.01%
+16
867
$1.68K ﹤0.01%
250
868
$1.66K ﹤0.01%
7
-30
869
$1.65K ﹤0.01%
+23
870
$1.65K ﹤0.01%
23
871
$1.64K ﹤0.01%
5
+4
872
$1.63K ﹤0.01%
28
873
$1.63K ﹤0.01%
24
+18
874
$1.61K ﹤0.01%
10
875
$1.61K ﹤0.01%
+141
33 34
35
36 37