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
976
$981 ﹤0.01%
21
977
$974 ﹤0.01%
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-2
978
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10
-13
979
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42
+27
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981
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+27
983
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984
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3
985
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125
986
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989
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$890 ﹤0.01%
+14
991
$888 ﹤0.01%
+10
992
$887 ﹤0.01%
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993
$878 ﹤0.01%
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994
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995
$874 ﹤0.01%
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$860 ﹤0.01%
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$855 ﹤0.01%
10
+5
998
$855 ﹤0.01%
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-23
999
$849 ﹤0.01%
6
1000
$834 ﹤0.01%
3
38 39
40
41 42