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
101
$376K 0.09%
1,540
-300
102
$373K 0.09%
1,514
+1,351
103
$369K 0.09%
2,724
+1,941
104
$368K 0.09%
2,993
-1,289
105
$367K 0.09%
2,494
+14
106
$367K 0.09%
3,662
-66
107
$366K 0.09%
4,596
+3,313
108
$363K 0.09%
1,256
+94
109
$354K 0.09%
1,384
+860
110
$351K 0.09%
1,802
+75
111
$350K 0.09%
1,556
-380
112
$348K 0.09%
18,101
+1,757
113
$348K 0.09%
1,009
+114
114
$347K 0.09%
900
+53
115
$345K 0.09%
15,798
116
$343K 0.09%
4,442
+3,066
117
$340K 0.09%
3,983
+3,449
118
$307K 0.08%
1,554
+149
119
$302K 0.08%
677
-335
120
$298K 0.07%
1,826
+84
121
$296K 0.07%
3,027
-291
122
$296K 0.07%
13,077
-2,997
123
$294K 0.07%
440
+48
124
$288K 0.07%
3,302
-29
125
$287K 0.07%
9,589
+1,322
3 4
5
6 7