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
1001
$433 ﹤0.01%
15
1002
$428 ﹤0.01%
3
1003
$424 ﹤0.01%
3
1004
$404 ﹤0.01%
+3
1005
$401 ﹤0.01%
4
1006
$399 ﹤0.01%
5
-31
1007
$393 ﹤0.01%
6
1008
$393 ﹤0.01%
8
1009
$389 ﹤0.01%
7
-17
1010
$382 ﹤0.01%
14
1011
$378 ﹤0.01%
47
1012
$374 ﹤0.01%
14
1013
$374 ﹤0.01%
27
1014
$371 ﹤0.01%
7
1015
$369 ﹤0.01%
9
1016
$368 ﹤0.01%
8
1017
$368 ﹤0.01%
8
1018
$364 ﹤0.01%
6
1019
$352 ﹤0.01%
21
1020
$349 ﹤0.01%
38
1021
$337 ﹤0.01%
64
1022
$314 ﹤0.01%
2
1023
$293 ﹤0.01%
21
1024
$287 ﹤0.01%
23
1025
$282 ﹤0.01%
+50
39 40
41
42 43