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
176
$115K 0.03%
1,389
+55
177
$114K 0.03%
1,094
+78
178
$112K 0.03%
682
-35
179
$110K 0.03%
1,083
180
$105K 0.03%
527
-1,479
181
$105K 0.03%
1,065
+17
182
$103K 0.03%
4,203
183
$101K 0.03%
735
184
$100K 0.03%
1,726
+26
185
$99.8K 0.03%
1,995
186
$99.8K 0.03%
1,137
187
$98K 0.02%
3,001
-6,135
188
$96.7K 0.02%
301
+13
189
$94.7K 0.02%
2,020
+99
190
$94.4K 0.02%
2,525
-130
191
$94.2K 0.02%
238
192
$93.1K 0.02%
5,073
+521
193
$92.6K 0.02%
742
194
$92K 0.02%
1,302
195
$91.8K 0.02%
952
+24
196
$90.5K 0.02%
690
-1,303
197
$87.9K 0.02%
1,740
198
$87.6K 0.02%
586
-441
199
$86.9K 0.02%
1,570
200
$86.7K 0.02%
621
6 7
8
9 10