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
$303M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$2.41M
2 +$2.27M
3 +$2.1M
4
BLK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-22,670