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
926
$1.28K ﹤0.01%
110
927
$1.26K ﹤0.01%
2
928
$1.26K ﹤0.01%
+37
929
$1.25K ﹤0.01%
6
930
$1.25K ﹤0.01%
18
931
$1.24K ﹤0.01%
16
932
$1.24K ﹤0.01%
+40
933
$1.24K ﹤0.01%
+47
934
$1.23K ﹤0.01%
+53
935
$1.23K ﹤0.01%
24
936
$1.23K ﹤0.01%
+34
937
$1.22K ﹤0.01%
53
938
$1.22K ﹤0.01%
21
939
$1.21K ﹤0.01%
50
940
$1.2K ﹤0.01%
+19
941
$1.2K ﹤0.01%
36
+23
942
$1.2K ﹤0.01%
+23
943
$1.2K ﹤0.01%
18
944
$1.18K ﹤0.01%
35
+9
945
$1.16K ﹤0.01%
29
946
$1.16K ﹤0.01%
70
947
$1.15K ﹤0.01%
36
948
$1.15K ﹤0.01%
29
949
$1.14K ﹤0.01%
+66
950
$1.13K ﹤0.01%
87
36 37
38
39 40