PWP

Precedent Wealth Partners Portfolio holdings

AUM $454M
1-Year Est. Return 11.11%
This Quarter Est. Return
1 Year Est. Return
+11.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$7.48M
3
+$7.25M
4
XOM icon
Exxon Mobil
XOM
+$3.17M
5
FEBM
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
+$2.83M

Top Sells

1
+$6.54M
2
+$4.5M
3
+$1.53M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.52M
5
CSCO icon
Cisco
CSCO
+$1.4M

Sector Composition

1 Technology 6.31%
2 Financials 3.11%
3 Energy 3.09%
4 Healthcare 2.88%
5 Consumer Staples 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 0.88%
5,951
+429
27
$3.02M 0.84%
18,063
+614
28
$2.93M 0.81%
141,395
+67,193
29
$2.85M 0.79%
113,865
-13,985
30
$2.83M 0.79%
+99,543
31
$2.8M 0.78%
129,822
+55,551
32
$2.76M 0.77%
132,989
-14,127
33
$2.75M 0.76%
118,665
+43,745
34
$2.74M 0.76%
108,460
-11,748
35
$2.73M 0.76%
125,702
-13,717
36
$2.73M 0.76%
118,036
-13,003
37
$2.73M 0.76%
112,768
-12,468
38
$2.71M 0.75%
115,196
+42,713
39
$2.71M 0.75%
111,983
-12,316
40
$2.67M 0.74%
10,897
+1,354
41
$2.58M 0.72%
102,498
-13,571
42
$2.55M 0.71%
103,589
+39,682
43
$2.49M 0.69%
109,355
+36,421
44
$2.48M 0.69%
13,204
-201
45
$2.47M 0.68%
+80,124
46
$2.39M 0.66%
101,039
+32,335
47
$2.36M 0.66%
14,928
+1,146
48
$2.24M 0.62%
17,340
+5,614
49
$2.19M 0.61%
10,444
+1,222
50
$2.09M 0.58%
28,757
+3,094
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