PWMG

Prestige Wealth Management Group Portfolio holdings

AUM $524M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
+$22.2M
2
+$21.6M
3
+$10.3M
4
PG icon
Procter & Gamble
PG
+$1.73M
5
UNH icon
UnitedHealth
UNH
+$1.33M

Top Sells

1
+$20.9M
2
+$20.9M
3
+$11.2M
4
AAPL icon
Apple
AAPL
+$2.76M
5
MSFT icon
Microsoft
MSFT
+$2.61M

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%
+41
953
$592 ﹤0.01%
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954
$588 ﹤0.01%
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955
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956
$575 ﹤0.01%
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959
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+1
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$568 ﹤0.01%
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961
$566 ﹤0.01%
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962
$562 ﹤0.01%
+5
963
$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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$537 ﹤0.01%
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$534 ﹤0.01%
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972
$533 ﹤0.01%
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973
$526 ﹤0.01%
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974
$524 ﹤0.01%
15
975
$524 ﹤0.01%
+12
37 38
39
40 41