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
926
$736 ﹤0.01%
87
927
$735 ﹤0.01%
15
928
$726 ﹤0.01%
10
929
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19
930
$713 ﹤0.01%
50
+15
931
$713 ﹤0.01%
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932
$709 ﹤0.01%
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933
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+27
934
$676 ﹤0.01%
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935
$674 ﹤0.01%
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-10
936
$672 ﹤0.01%
5
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938
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939
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-36
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$638 ﹤0.01%
+11
941
$635 ﹤0.01%
3
942
$624 ﹤0.01%
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943
$624 ﹤0.01%
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944
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945
$619 ﹤0.01%
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946
$615 ﹤0.01%
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947
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948
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11
949
$607 ﹤0.01%
237
950
$602 ﹤0.01%
13
36 37
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39 40