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
51
$2.07M 0.57%
+65,940
52
$2.04M 0.57%
83,529
+17,252
53
$2.04M 0.57%
6,533
+783
54
$2.02M 0.56%
40,635
+14,585
55
$1.99M 0.55%
69,611
+10,799
56
$1.96M 0.54%
76,826
-7,912
57
$1.95M 0.54%
6,259
+852
58
$1.86M 0.52%
6,088
+1,079
59
$1.78M 0.49%
71,163
+1,795
60
$1.68M 0.47%
40,162
+5,898
61
$1.67M 0.46%
5,341
+666
62
$1.66M 0.46%
+6,537
63
$1.65M 0.46%
1,740
+266
64
$1.64M 0.46%
5,252
+912
65
$1.64M 0.45%
27,272
+4,302
66
$1.62M 0.45%
+15,396
67
$1.62M 0.45%
20,125
+2,999
68
$1.61M 0.45%
23,714
+3,785
69
$1.59M 0.44%
9,560
+1,836
70
$1.57M 0.44%
+24,065
71
$1.57M 0.44%
10,210
+1,821
72
$1.52M 0.42%
10,142
+1,839
73
$1.49M 0.41%
12,243
+2,215
74
$1.49M 0.41%
11,108
75
$1.49M 0.41%
3,336
+443
1 2
3
4 5