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
151
$196K 0.05%
921
-7
152
$195K 0.05%
3,860
153
$195K 0.05%
5,484
+4,888
154
$169K 0.04%
347
+39
155
$168K 0.04%
758
+739
156
$159K 0.04%
399
+77
157
$152K 0.04%
1,223
158
$147K 0.04%
753
-35
159
$147K 0.04%
1,964
+826
160
$144K 0.04%
+1,550
161
$141K 0.04%
865
-26
162
$140K 0.04%
1,923
-6,254
163
$139K 0.04%
4,090
+341
164
$139K 0.04%
1,657
165
$134K 0.03%
8,340
166
$133K 0.03%
11,612
167
$132K 0.03%
300
+10
168
$131K 0.03%
764
-7
169
$128K 0.03%
359
-44
170
$126K 0.03%
1,267
-28
171
$126K 0.03%
478
172
$123K 0.03%
929
173
$121K 0.03%
3,306
-5,756
174
$119K 0.03%
6,340
+38
175
$118K 0.03%
1,114
5 6
7
8 9