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
876
$1.6K ﹤0.01%
23
-5
877
$1.6K ﹤0.01%
200
878
$1.59K ﹤0.01%
88
+64
879
$1.59K ﹤0.01%
12
-3
880
$1.58K ﹤0.01%
24
881
$1.58K ﹤0.01%
17
882
$1.57K ﹤0.01%
7
883
$1.57K ﹤0.01%
+67
884
$1.56K ﹤0.01%
86
-95
885
$1.56K ﹤0.01%
110
886
$1.56K ﹤0.01%
68
887
$1.55K ﹤0.01%
20
-120,802
888
$1.55K ﹤0.01%
40
889
$1.54K ﹤0.01%
46
890
$1.54K ﹤0.01%
+14
891
$1.52K ﹤0.01%
14
892
$1.51K ﹤0.01%
4
-4
893
$1.51K ﹤0.01%
45
894
$1.48K ﹤0.01%
23
895
$1.46K ﹤0.01%
23
-35
896
$1.45K ﹤0.01%
1
897
$1.44K ﹤0.01%
+45
898
$1.44K ﹤0.01%
23
899
$1.41K ﹤0.01%
17
+10
900
$1.41K ﹤0.01%
6
34 35
36
37 38