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
1126
– –
-99
1127
– –
-16
1128
– –
-1,141
1129
– –
0
1130
– –
-31
1131
– –
-16
1132
– –
-34
1133
– –
-505
1134
– –
-4
1135
– –
-35
1136
– –
-122
1137
– –
-104
1138
– –
-3
1139
– –
-58
1140
– –
-61
1141
– –
-25
1142
– –
-30
1143
– –
-23
1144
– –
-23
1145
– –
-18
1146
– –
-19
1147
– –
-37
1148
– –
-23
1149
– –
-2,085
1150
– –
-67
44 45
46
47 48