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
951
$601 ﹤0.01%
4
952
$592 ﹤0.01%
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$592 ﹤0.01%
+41
954
$588 ﹤0.01%
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955
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956
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$568 ﹤0.01%
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961
$566 ﹤0.01%
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962
$562 ﹤0.01%
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$557 ﹤0.01%
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964
$555 ﹤0.01%
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$551 ﹤0.01%
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$549 ﹤0.01%
3
967
$549 ﹤0.01%
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$536 ﹤0.01%
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$534 ﹤0.01%
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971
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$533 ﹤0.01%
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973
$526 ﹤0.01%
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974
$524 ﹤0.01%
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975
$524 ﹤0.01%
+12
37 38
39
40 41