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
951
$1.11K ﹤0.01%
15
952
$1.11K ﹤0.01%
21
953
$1.1K ﹤0.01%
46
-1,000
954
$1.09K ﹤0.01%
57
955
$1.07K ﹤0.01%
+20
956
$1.07K ﹤0.01%
23
957
$1.07K ﹤0.01%
33
958
$1.07K ﹤0.01%
+25
959
$1.04K ﹤0.01%
271
960
$1.04K ﹤0.01%
30
961
$1.04K ﹤0.01%
10
-12
962
$1.03K ﹤0.01%
27
963
$1.03K ﹤0.01%
16
964
$1.03K ﹤0.01%
283
965
$1.03K ﹤0.01%
21
966
$1.03K ﹤0.01%
18
-3
967
$1.03K ﹤0.01%
+58
968
$1.02K ﹤0.01%
+86
969
$1.01K ﹤0.01%
21
-46
970
$1K ﹤0.01%
20
971
$1K ﹤0.01%
22
972
$1K ﹤0.01%
62
973
$999 ﹤0.01%
12
974
$994 ﹤0.01%
19
975
$988 ﹤0.01%
+56
37 38
39
40 41