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
1026
$275 ﹤0.01%
2
1027
$256 ﹤0.01%
8
-28
1028
$248 ﹤0.01%
138
1029
$246 ﹤0.01%
25
1030
$221 ﹤0.01%
25
1031
$210 ﹤0.01%
6
1032
$210 ﹤0.01%
8
1033
$201 ﹤0.01%
29
1034
$172 ﹤0.01%
17
1035
$165 ﹤0.01%
57
+1
1036
$145 ﹤0.01%
18
1037
$79 ﹤0.01%
2
1038
$78 ﹤0.01%
5
1039
$74 ﹤0.01%
20
1040
$49 ﹤0.01%
1
1041
$46 ﹤0.01%
5
1042
$44 ﹤0.01%
6
-68
1043
$40 ﹤0.01%
6
1044
$40 ﹤0.01%
1
1045
$27 ﹤0.01%
1
1046
$23 ﹤0.01%
1
1047
$20 ﹤0.01%
+1
1048
– –
-43
1049
$11 ﹤0.01%
8
1050
$5 ﹤0.01%
1
40 41
42
43 44