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
$197M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$11.5M
3
+$11.4M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.75M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.56%
2 Healthcare 3.37%
3 Financials 3.17%
4 Industrials 2.74%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$223K 0.11%
+8,790
127
$221K 0.11%
+11,922
128
$220K 0.11%
+333
129
$218K 0.11%
+5,914
130
$218K 0.11%
+5,070
131
$205K 0.1%
+480
2 3 4 5
6