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
901
$1.4K ﹤0.01%
+194
902
$1.39K ﹤0.01%
170
903
$1.36K ﹤0.01%
33
904
$1.36K ﹤0.01%
90
905
$1.36K ﹤0.01%
7
906
$1.36K ﹤0.01%
122
907
$1.35K ﹤0.01%
12
908
$1.35K ﹤0.01%
+19
909
$1.35K ﹤0.01%
63
910
$1.34K ﹤0.01%
33
+25
911
$1.34K ﹤0.01%
61
-58
912
$1.34K ﹤0.01%
7
913
$1.34K ﹤0.01%
10
914
$1.34K ﹤0.01%
19
915
$1.33K ﹤0.01%
9
-4
916
$1.33K ﹤0.01%
+14
917
$1.33K ﹤0.01%
17
918
$1.33K ﹤0.01%
8
-9
919
$1.32K ﹤0.01%
4
920
$1.32K ﹤0.01%
14
921
$1.32K ﹤0.01%
253
-369
922
$1.31K ﹤0.01%
66
+20
923
$1.31K ﹤0.01%
21
924
$1.3K ﹤0.01%
10
925
$1.29K ﹤0.01%
10
35 36
37
38 39