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
901
$905 ﹤0.01%
5
-3
902
$887 ﹤0.01%
10
903
$885 ﹤0.01%
10
904
$878 ﹤0.01%
6
-19
905
$876 ﹤0.01%
42
906
$872 ﹤0.01%
11
907
$869 ﹤0.01%
36
-75
908
$864 ﹤0.01%
77
-153
909
$851 ﹤0.01%
6
910
$849 ﹤0.01%
20
911
$846 ﹤0.01%
14
-29
912
$839 ﹤0.01%
91
913
$837 ﹤0.01%
3
914
$834 ﹤0.01%
16
915
$818 ﹤0.01%
7
916
$815 ﹤0.01%
82
917
$803 ﹤0.01%
22
918
$800 ﹤0.01%
12
919
$795 ﹤0.01%
50
+16
920
$793 ﹤0.01%
6
921
$778 ﹤0.01%
20
922
$774 ﹤0.01%
12
923
$768 ﹤0.01%
125
924
$763 ﹤0.01%
223
925
$738 ﹤0.01%
18
35 36
37
38 39