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
976
$524 ﹤0.01%
22
977
$520 ﹤0.01%
19
978
$513 ﹤0.01%
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979
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15
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$510 ﹤0.01%
3
-21
981
$505 ﹤0.01%
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982
$496 ﹤0.01%
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983
$493 ﹤0.01%
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$477 ﹤0.01%
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991
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992
$459 ﹤0.01%
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$454 ﹤0.01%
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$451 ﹤0.01%
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$448 ﹤0.01%
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$441 ﹤0.01%
3
-24
999
$437 ﹤0.01%
7
1000
$436 ﹤0.01%
11
38 39
40
41 42