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
1026
$642 ﹤0.01%
3
1027
$632 ﹤0.01%
13
1028
$632 ﹤0.01%
20
1029
$629 ﹤0.01%
8
1030
$621 ﹤0.01%
+9
1031
$606 ﹤0.01%
19
1032
$603 ﹤0.01%
16
1033
$600 ﹤0.01%
7
1034
$595 ﹤0.01%
+100
1035
$588 ﹤0.01%
35
1036
$588 ﹤0.01%
12
1037
$587 ﹤0.01%
27
1038
$587 ﹤0.01%
7
1039
– –
0
1040
$571 ﹤0.01%
4
1041
$570 ﹤0.01%
15
1042
$568 ﹤0.01%
+16
1043
$564 ﹤0.01%
15
-1
1044
$559 ﹤0.01%
87
1045
$556 ﹤0.01%
12
1046
$552 ﹤0.01%
21
1047
$552 ﹤0.01%
9
1048
$552 ﹤0.01%
23
1049
$541 ﹤0.01%
23
-60
1050
$539 ﹤0.01%
25
40 41
42
43 44