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
126
$416K 0.12%
2,486
-9,161
127
$409K 0.11%
1,657
-16
128
$393K 0.11%
1,056
+22
129
$391K 0.11%
8,007
-1,340
130
$380K 0.11%
1,840
131
$359K 0.1%
2,708
+12
132
$357K 0.1%
1,809
133
$356K 0.1%
+14,045
134
$332K 0.09%
2,277
135
$327K 0.09%
2,474
-56
136
$320K 0.09%
3,543
137
$313K 0.09%
14,526
-645
138
$299K 0.08%
1,540
+330
139
$288K 0.08%
+526
140
$276K 0.08%
3,699
-265
141
$270K 0.08%
1,243
-38
142
$261K 0.07%
5,244
143
$258K 0.07%
4,676
-232
144
$251K 0.07%
696
-129
145
$245K 0.07%
4,363
-6,739
146
$240K 0.07%
14,175
147
$235K 0.07%
+2,876
148
$221K 0.06%
1,294
+10
149
$217K 0.06%
+1,086
150
$211K 0.06%
1,612
3 4 5
6
7