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
876
$1.08K ﹤0.01%
+72
877
$1.06K ﹤0.01%
21
878
$1.06K ﹤0.01%
62
879
$1.06K ﹤0.01%
+24
880
$1.06K ﹤0.01%
24
881
$1.06K ﹤0.01%
19
882
$1.06K ﹤0.01%
18
883
$1.06K ﹤0.01%
21
884
$1.04K ﹤0.01%
107
+71
885
$1.04K ﹤0.01%
10
886
$1.03K ﹤0.01%
20
887
$1.03K ﹤0.01%
16
888
$1.03K ﹤0.01%
23
-31
889
$1.03K ﹤0.01%
+30
890
$1.02K ﹤0.01%
+25
891
$1.01K ﹤0.01%
+9
892
$1K ﹤0.01%
21
893
$999 ﹤0.01%
14
894
$990 ﹤0.01%
3
-14
895
$977 ﹤0.01%
30
-15
896
$975 ﹤0.01%
11
897
$953 ﹤0.01%
53
898
$939 ﹤0.01%
20
899
$928 ﹤0.01%
16
-84
900
$928 ﹤0.01%
31
-28
34 35
36
37 38