PWP
Precedent Wealth Partners Portfolio holdings
AUM
$500M
1-Year Est. Return
17.24%
This Fund
S&P 500
1 Year Est. Return
+17.24%
AUM
$500M
AUM Growth
+$22.8M
(+4.8%)
Holding
178
Top Buys
| 1 | +$8.02M | |
| 2 | +$6.73M | |
| 3 | +$3.38M | |
| 4 |
Fidelity National Information Services
FIS
|
+$2.62M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$2.45M |
Top Sells
| 1 | +$5.15M | |
| 2 | +$3.3M | |
| 3 | +$2.86M | |
| 4 |
JANM
FT U.S. Equity Max Buffer ETF - January
JANM
|
+$2.45M |
| 5 |
FT Vest US Equity Deep Buffer ETF January
DJAN
|
+$2.43M |
Sector Composition
| 1 | Technology | 7.19% |
| 2 | Financials | 3.09% |
| 3 | Energy | 3.08% |
| 4 | Healthcare | 3% |
| 5 | Consumer Staples | 2.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
FT Vest US Equity Max Buffer ETF March
MARM
$108M
| – | – |
-99,809
|
|
||
|
EUAD
177
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.21B
| – | – |
-4,871
|
|
||
|
FEBM
178
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$47.6M
| – | – |
-94,006
|
|