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
126
$285K 0.07%
2,822
127
$282K 0.07%
2,708
-4,151
128
$280K 0.07%
1,683
+1,280
129
$279K 0.07%
7,218
+4,451
130
$275K 0.07%
1,077
+994
131
$274K 0.07%
1,643
+117
132
$267K 0.07%
1,189
+83
133
$266K 0.07%
1,045
+851
134
$262K 0.07%
7,590
-10
135
$259K 0.07%
380
+7
136
$257K 0.06%
5,955
+5,852
137
$252K 0.06%
6,145
-511,823
138
$252K 0.06%
5,098
+3,927
139
$250K 0.06%
9,253
-5,759
140
$246K 0.06%
4,556
+4,482
141
$237K 0.06%
2,500
142
$229K 0.06%
2,126
+17
143
$224K 0.06%
3,296
+298
144
$216K 0.05%
7,095
145
$212K 0.05%
1,277
-1,770
146
$206K 0.05%
2,128
+168
147
$205K 0.05%
891
-27
148
$204K 0.05%
1,067
+116
149
$203K 0.05%
818
+51
150
$199K 0.05%
2,269
-89
4 5
6
7 8