PWP
Precedent Wealth Partners Portfolio holdings
AUM
$408M
1-Year Return
11.46%
This Quarter Return
+6.53%
1 Year Return
+11.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$408M
AUM Growth
+$48M
(+13%)
Cap. Flow
+$29.7M
Cap. Flow
% of AUM
7.29%
Top 10 Holdings %
Top 10 Hldgs %
32.21%
Holding
179
New
24
Increased
92
Reduced
44
Closed
8
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.45M |
| 2 |
FT Vest US Equity Deep Buffer ETF May
DMAY
|
$4.88M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$3.52M |
| 4 |
Caterpillar
CAT
|
$1.61M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.35M |
Top Sells
| 1 |
FT Vest US Equity Deep Buffer ETF August
DAUG
|
$6.31M |
| 2 |
Exxon Mobil
XOM
|
$1.6M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.47M |
| 4 |
Cummins
CMI
|
$1.05M |
| 5 |
PepsiCo
PEP
|
$950K |
Sector Composition
| 1 | Technology | 7.53% |
| 2 | Financials | 3.35% |
| 3 | Consumer Staples | 2.7% |
| 4 | Healthcare | 2.63% |
| 5 | Industrials | 2.51% |
