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
$306M
AUM Growth
+$3.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$4.33M
2 +$4.25M
3 +$2.14M
4
LRCX icon
Lam Research
LRCX
+$1.85M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.52M

Sector Composition

1 Technology 7.97%
2 Financials 3.29%
3 Consumer Staples 2.64%
4 Consumer Discretionary 2.52%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-475
152
-20,190