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
201
$85.6K 0.02%
3,055
202
$83.9K 0.02%
1,847
-118
203
$82.7K 0.02%
405
204
$81.5K 0.02%
284
205
$80.8K 0.02%
565
-1
206
$80.7K 0.02%
530
207
$79.3K 0.02%
978
-68
208
$76.3K 0.02%
407
209
$75.7K 0.02%
1,503
+122
210
$74.4K 0.02%
514
-9
211
$74K 0.02%
781
-22
212
$72K 0.02%
870
-19
213
$71.1K 0.02%
725
-2,514
214
$69K 0.02%
906
215
$68.7K 0.02%
5,451
-15,123
216
$68K 0.02%
611
-21
217
$67.8K 0.02%
176
-162
218
$67.6K 0.02%
1,614
+13
219
$67.6K 0.02%
+881
220
$66.4K 0.02%
400
-1,069
221
$65.2K 0.02%
682
222
$63.9K 0.02%
50
223
$63.4K 0.02%
323
224
$63.2K 0.02%
277
225
$62.8K 0.02%
600
7 8
9
10 11