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
851
$1.23K ﹤0.01%
100
852
$1.22K ﹤0.01%
+16
853
$1.22K ﹤0.01%
+179
854
$1.22K ﹤0.01%
4
-4
855
$1.21K ﹤0.01%
21
856
$1.21K ﹤0.01%
25
857
$1.21K ﹤0.01%
14
-1,316
858
$1.21K ﹤0.01%
53
859
$1.21K ﹤0.01%
21
860
$1.21K ﹤0.01%
61
861
$1.21K ﹤0.01%
+241
862
$1.2K ﹤0.01%
19
863
$1.2K ﹤0.01%
+749
864
$1.2K ﹤0.01%
46
865
$1.17K ﹤0.01%
87
866
$1.15K ﹤0.01%
18
867
$1.15K ﹤0.01%
10
-18
868
$1.14K ﹤0.01%
23
869
$1.14K ﹤0.01%
9
-7
870
$1.13K ﹤0.01%
75
-175
871
$1.13K ﹤0.01%
63
872
$1.12K ﹤0.01%
23
873
$1.12K ﹤0.01%
26
+7
874
$1.11K ﹤0.01%
5
-17
875
$1.09K ﹤0.01%
29
33 34
35
36 37