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
1101
$367 ﹤0.01%
19
1102
$363 ﹤0.01%
+7
1103
$361 ﹤0.01%
9
-5
1104
$361 ﹤0.01%
3
1105
$358 ﹤0.01%
6
1106
$355 ﹤0.01%
2
1107
$352 ﹤0.01%
19
1108
$351 ﹤0.01%
+8
1109
$350 ﹤0.01%
7
1110
$328 ﹤0.01%
+122
1111
$320 ﹤0.01%
47
1112
$319 ﹤0.01%
9
1113
$316 ﹤0.01%
+6
1114
$301 ﹤0.01%
23
1115
$299 ﹤0.01%
14
+2
1116
$298 ﹤0.01%
29
-5
1117
$277 ﹤0.01%
2
1118
$276 ﹤0.01%
21
1119
$276 ﹤0.01%
9
-8
1120
$262 ﹤0.01%
+2
1121
$250 ﹤0.01%
25
1122
$234 ﹤0.01%
138
1123
$229 ﹤0.01%
9
1124
$203 ﹤0.01%
56
1125
$191 ﹤0.01%
25
43 44
45
46 47