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
1151
– –
-24
1152
– –
-143
1153
– –
-9
1154
– –
-54
1155
– –
-30
1156
– –
-458
1157
– –
-47
1158
– –
-6,166
1159
– –
-283
1160
– –
-48
1161
– –
-55
1162
– –
-11
1163
– –
-19
1164
– –
-9
1165
– –
-806
1166
– –
-525
1167
– –
-42
1168
– –
-1,000
1169
– –
-64
1170
– –
-105
1171
– –
-56
1172
– –
-22
1173
– –
-4
1174
– –
-45
1175
– –
-16
44 45 46
47
48