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
126
$230K 0.06%
1,405
+58
127
$224K 0.06%
7,600
-80
128
$223K 0.06%
3,960
+3,435
129
$219K 0.06%
89
+74
130
$219K 0.06%
1,469
+1,069
131
$217K 0.06%
593
-1,931
132
$216K 0.06%
7,095
133
$212K 0.06%
2,998
+197
134
$210K 0.05%
3,239
-1,298
135
$204K 0.05%
373
-41
136
$200K 0.05%
2,358
+61
137
$195K 0.05%
767
+23
138
$192K 0.05%
1,191
-4,211
139
$184K 0.05%
2,109
-194
140
$183K 0.05%
3,860
-795
141
$180K 0.05%
6,500
+6,400
142
$177K 0.05%
928
+30
143
$174K 0.05%
524
-799
144
$172K 0.04%
1,482
+1,335
145
$170K 0.04%
+1,355
146
$164K 0.04%
1,284
+1,100
147
$164K 0.04%
951
-60
148
$161K 0.04%
3,749
+9
149
$161K 0.04%
+1,960
150
$160K 0.04%
918
-28
4 5
6
7 8