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
76
$580K 0.15%
2,796
-9,352
77
$577K 0.15%
2,523
+167
78
$563K 0.14%
2,491
+980
79
$555K 0.14%
5,632
+5,195
80
$550K 0.14%
2,838
+231
81
$536K 0.13%
2,396
+2,076
82
$533K 0.13%
1,864
-872
83
$529K 0.13%
2,629
+124
84
$525K 0.13%
2,745
+301
85
$512K 0.13%
2,754
-1,136
86
$504K 0.13%
2,085
+1,507
87
$488K 0.12%
20,820
-17,036
88
$462K 0.12%
5,072
89
$455K 0.11%
2,277
-2,415
90
$446K 0.11%
5,375
+3,552
91
$420K 0.11%
1,431
+24
92
$419K 0.11%
3,287
-1,426
93
$408K 0.1%
5,485
+2,061
94
$406K 0.1%
3,191
+140
95
$405K 0.1%
1,076
-1,327
96
$397K 0.1%
10,200
+1,280
97
$391K 0.1%
846
+36
98
$383K 0.1%
5,045
-1,479
99
$383K 0.1%
3,112
-4,658
100
$379K 0.1%
461
+293
2 3
4
5 6