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
101
$350K 0.09%
1,511
-834
102
$348K 0.09%
15,798
103
$335K 0.09%
3,318
+262
104
$334K 0.09%
2,480
-13
105
$324K 0.08%
3,728
+1,017
106
$320K 0.08%
3,331
+4
107
$319K 0.08%
3,424
-3,193
108
$305K 0.08%
9,062
+6,879
109
$301K 0.08%
16,344
-599
110
$300K 0.08%
895
-37
111
$299K 0.08%
3,814
-3,908
112
$295K 0.08%
1,203
-871
113
$290K 0.08%
2,822
-111
114
$285K 0.07%
847
+705
115
$281K 0.07%
1,993
+1,277
116
$281K 0.07%
6,166
-4,213
117
$278K 0.07%
392
+9
118
$273K 0.07%
1,742
+51
119
$266K 0.07%
2,006
+1,583
120
$263K 0.07%
1,106
+4
121
$256K 0.07%
8,267
-32
122
$253K 0.07%
1,526
+90
123
$241K 0.06%
9,136
+6,085
124
$239K 0.06%
20,574
+15,870
125
$232K 0.06%
2,500
-50
3 4
5
6 7