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
201
$86.9K 0.02%
1,921
-56
202
$86.7K 0.02%
1,740
203
$86.2K 0.02%
+1,200
204
$85.9K 0.02%
632
+45
205
$85.4K 0.02%
1,046
206
$84.8K 0.02%
1,138
-6,541
207
$84.6K 0.02%
238
+2
208
$83.6K 0.02%
742
+189
209
$81.3K 0.02%
811
+108
210
$80.9K 0.02%
1,207
-7,081
211
$80.4K 0.02%
530
212
$79.6K 0.02%
1,570
213
$78.8K 0.02%
621
+65
214
$77.5K 0.02%
405
+30
215
$77.4K 0.02%
798
+784
216
$76.7K 0.02%
288
+8
217
$75.5K 0.02%
320
-1,828
218
$75.3K 0.02%
803
+27
219
$74.4K 0.02%
2,665
-12
220
$73.4K 0.02%
284
-1
221
$73.4K 0.02%
566
+61
222
$73.2K 0.02%
523
-30
223
$73K 0.02%
4,552
+3,591
224
$72.1K 0.02%
+2,085
225
$70.1K 0.02%
906
+800
7 8
9
10 11