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
176
$118K 0.03%
1,878
+13
177
$117K 0.03%
1,114
-5
178
$115K 0.03%
478
179
$113K 0.03%
2,767
-7,991
180
$113K 0.03%
1,330
+1,316
181
$112K 0.03%
2,397
-9,408
182
$110K 0.03%
2,655
+126
183
$108K 0.03%
1,700
+1,000
184
$108K 0.03%
338
+303
185
$107K 0.03%
783
-1,728
186
$106K 0.03%
1,083
187
$106K 0.03%
717
+46
188
$106K 0.03%
4,203
189
$105K 0.03%
1,376
-2,672
190
$105K 0.03%
+1,109
191
$103K 0.03%
1,048
192
$99.7K 0.03%
735
193
$96.5K 0.03%
1,995
-75
194
$95.5K 0.02%
928
+138
195
$93.6K 0.02%
1,137
196
$92.2K 0.02%
1,302
+1,000
197
$90.2K 0.02%
1,016
-175
198
$89.9K 0.02%
3,055
+2
199
$89.4K 0.02%
1,965
+95
200
$87.3K 0.02%
1,381
-100
6 7
8
9 10