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
1076
$443 ﹤0.01%
28
1077
$443 ﹤0.01%
5
1078
$439 ﹤0.01%
3
1079
$437 ﹤0.01%
19
1080
$432 ﹤0.01%
112
1081
$431 ﹤0.01%
+21
1082
$429 ﹤0.01%
2
1083
$427 ﹤0.01%
7
1084
$426 ﹤0.01%
5
1085
$419 ﹤0.01%
8
1086
$411 ﹤0.01%
+2
1087
$411 ﹤0.01%
11
-3,792
1088
$409 ﹤0.01%
4
1089
$408 ﹤0.01%
63
1090
$407 ﹤0.01%
64
1091
$399 ﹤0.01%
5
1092
$399 ﹤0.01%
8
1093
$392 ﹤0.01%
53
1094
$390 ﹤0.01%
38
1095
$386 ﹤0.01%
+8
1096
$376 ﹤0.01%
+6
1097
$374 ﹤0.01%
14
1098
$372 ﹤0.01%
22
-34
1099
$372 ﹤0.01%
25
+8
1100
$370 ﹤0.01%
7
42 43
44
45 46