PWP
Precedent Wealth Partners Portfolio holdings
AUM
$408M
This Quarter Return
+0.4%
1 Year Return
+11.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(+6.7%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
6.8%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
144
New
11
Increased
87
Reduced
22
Closed
10
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.27M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$1.68M |
| 3 |
NVIDIA
NVDA
|
$1.24M |
| 4 |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
|
$669K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
$668K |
Top Sells
| 1 |
WisdomTree US High Dividend Fund
DHS
|
$755K |
| 2 |
Dow Inc
DOW
|
$721K |
| 3 |
Crown Castle
CCI
|
$637K |
| 4 |
Thermo Fisher Scientific
TMO
|
$591K |
| 5 |
Campbell Soup
CPB
|
$591K |
Sector Composition
| 1 | Technology | 8.36% |
| 2 | Financials | 2.96% |
| 3 | Healthcare | 2.82% |
| 4 | Consumer Discretionary | 2.61% |
| 5 | Consumer Staples | 2.32% |
