PWP
Precedent Wealth Partners Portfolio holdings
AUM
$408M
This Quarter Return
-1.47%
1 Year Return
+11.46%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$360M
AUM Growth
+$360M
(+18%)
Cap. Flow
+$59.6M
Cap. Flow
% of AUM
16.55%
Top 10 Holdings %
Top 10 Hldgs %
32.54%
Holding
164
New
16
Increased
87
Reduced
39
Closed
9
Top Buys
Top Sells
| 1 |
FT Vest US Equity Deep Buffer ETF May
DMAY
|
$6.54M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$4.5M |
| 3 |
Chevron
CVX
|
$1.53M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.52M |
| 5 |
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% |
