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
1126
$175 ﹤0.01%
6
1127
$175 ﹤0.01%
17
1128
$169 ﹤0.01%
8
1129
$156 ﹤0.01%
16
-200
1130
$140 ﹤0.01%
2
1131
$136 ﹤0.01%
+18
1132
$120 ﹤0.01%
19
1133
$111 ﹤0.01%
20
1134
$86 ﹤0.01%
5
1135
$73 ﹤0.01%
+4
1136
$70 ﹤0.01%
5
1137
$54 ﹤0.01%
6
1138
$47 ﹤0.01%
1
1139
$41 ﹤0.01%
1
-99
1140
$28 ﹤0.01%
1
1141
$20 ﹤0.01%
+1
1142
$13 ﹤0.01%
1
1143
$8 ﹤0.01%
8
1144
$4 ﹤0.01%
1
-499
1145
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-111
1146
– –
-110
1147
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-17
1148
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-30
1149
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-200
1150
– –
-45
44 45
46
47 48