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
151
$160K 0.04%
891
+48
152
$158K 0.04%
308
+21
153
$157K 0.04%
1,823
-3,163
154
$154K 0.04%
1,295
+738
155
$152K 0.04%
578
-1,324
156
$151K 0.04%
403
+33
157
$143K 0.04%
+700
158
$141K 0.04%
788
+35
159
$140K 0.04%
+4,066
160
$139K 0.04%
1,223
161
$137K 0.04%
6,302
162
$137K 0.04%
1,083
+1,080
163
$133K 0.03%
+11,612
164
$133K 0.03%
1,334
+38
165
$133K 0.03%
1,027
+614
166
$132K 0.03%
929
-6
167
$130K 0.03%
1,657
168
$130K 0.03%
1,433
-1,790
169
$126K 0.03%
8,340
170
$125K 0.03%
290
+17
171
$121K 0.03%
322
+41
172
$121K 0.03%
168
-11
173
$121K 0.03%
771
-3
174
$119K 0.03%
1,283
-2,792
175
$118K 0.03%
4,317
5 6
7
8 9