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
1076
– –
-12
1077
– –
-99
1078
– –
-16
1079
– –
-1,141
1080
– –
0
1081
– –
-9
1082
– –
-54
1083
– –
-30
1084
– –
-458
1085
– –
-47
1086
– –
-6,166
1087
– –
-283
1088
– –
-48
1089
– –
-55
1090
– –
-11
1091
– –
-19
1092
– –
-9
1093
– –
-806
1094
– –
-525
1095
– –
-16
1096
– –
-27
1097
– –
-31
1098
– –
-138
1099
– –
-148
1100
– –
-1,355
42 43
44
45 46