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
76
$532K 0.14%
3,089
77
$524K 0.14%
2,444
+46
78
$519K 0.14%
2,505
-51
79
$518K 0.14%
4,713
+1,489
80
$482K 0.13%
3,051
+1,384
81
$465K 0.12%
4,234
-4,300
82
$465K 0.12%
6,524
+1,463
83
$454K 0.12%
3,047
+1,733
84
$453K 0.12%
2,607
+296
85
$442K 0.12%
810
+23
86
$426K 0.11%
5,357
+4,529
87
$424K 0.11%
5,072
-107
88
$417K 0.11%
4,282
+1,052
89
$408K 0.11%
1,936
-452
90
$394K 0.1%
15,012
-560
91
$394K 0.1%
1,840
-112
92
$394K 0.1%
1,012
+425
93
$383K 0.1%
190
+187
94
$382K 0.1%
1,727
+91
95
$368K 0.1%
+5,977
96
$362K 0.09%
1,407
+1,366
97
$360K 0.09%
2,994
+208
98
$360K 0.09%
1,162
+29
99
$352K 0.09%
16,074
-600
100
$351K 0.09%
8,920
+67
2 3
4
5 6