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
1051
$536 ﹤0.01%
5
1052
$533 ﹤0.01%
70
1053
$530 ﹤0.01%
9
1054
$527 ﹤0.01%
10
-17
1055
$525 ﹤0.01%
+63
1056
$523 ﹤0.01%
11
1057
$514 ﹤0.01%
16
1058
$512 ﹤0.01%
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1059
$504 ﹤0.01%
135
1060
$503 ﹤0.01%
9
1061
$502 ﹤0.01%
14
1062
$501 ﹤0.01%
6
1063
$497 ﹤0.01%
3
1064
$497 ﹤0.01%
5
-21
1065
$487 ﹤0.01%
27
1066
$482 ﹤0.01%
8
-132
1067
$479 ﹤0.01%
35
+5
1068
$475 ﹤0.01%
3
1069
$473 ﹤0.01%
7
1070
$467 ﹤0.01%
8
1071
$463 ﹤0.01%
15
1072
$451 ﹤0.01%
11
1073
$449 ﹤0.01%
34
+20
1074
$449 ﹤0.01%
+3
1075
$443 ﹤0.01%
15
41 42
43
44 45