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
1001
$833 ﹤0.01%
11
1002
$826 ﹤0.01%
36
-62
1003
$819 ﹤0.01%
6
1004
$807 ﹤0.01%
22
+13
1005
$802 ﹤0.01%
+27
1006
$802 ﹤0.01%
27
1007
$796 ﹤0.01%
+82
1008
$791 ﹤0.01%
12
1009
$790 ﹤0.01%
10
+8
1010
$783 ﹤0.01%
7
1011
$774 ﹤0.01%
+75
1012
$774 ﹤0.01%
+11
1013
$773 ﹤0.01%
+21
1014
$758 ﹤0.01%
237
1015
$753 ﹤0.01%
87
1016
$742 ﹤0.01%
18
1017
$741 ﹤0.01%
553
1018
$726 ﹤0.01%
10
-31
1019
$691 ﹤0.01%
74
+63
1020
$667 ﹤0.01%
3
-11
1021
$662 ﹤0.01%
+9
1022
$660 ﹤0.01%
9
1023
$656 ﹤0.01%
28
1024
$647 ﹤0.01%
4
1025
$645 ﹤0.01%
4
39 40
41
42 43