PWP
Precedent Wealth Partners Portfolio holdings
AUM
$408M
This Quarter Return
+6.51%
1 Year Return
+11.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$303M
AUM Growth
+$303M
(+22%)
Cap. Flow
+$43.3M
Cap. Flow
% of AUM
14.28%
Top 10 Holdings %
Top 10 Hldgs %
37.85%
Holding
151
New
17
Increased
86
Reduced
26
Closed
9
Top Buys
| 1 |
FT Vest US Equity Deep Buffer ETF May
DMAY
|
$6.39M |
| 2 |
FT Vest US Equity Deep Buffer ETF August
DAUG
|
$6.37M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.89M |
| 4 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
$2.73M |
| 5 |
Broadcom
AVGO
|
$2.69M |
Top Sells
| 1 |
Lam Research
LRCX
|
$2.41M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.27M |
| 3 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$2.1M |
| 4 |
Blackrock
BLK
|
$1.05M |
| 5 |
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
|
$928K |
Sector Composition
| 1 | Technology | 6.89% |
| 2 | Healthcare | 2.84% |
| 3 | Consumer Discretionary | 2.72% |
| 4 | Financials | 2.62% |
| 5 | Consumer Staples | 2.32% |