PWP
Precedent Wealth Partners Portfolio holdings
AUM
$454M
1-Year Est. Return
11.11%
1 Year Est. Return
+11.11%
AUM
$408M
AUM Growth
+$48M
(+13%)
Holding
179
Top Buys
| 1 | +$6.45M | |
| 2 | +$4.88M | |
| 3 | +$3.52M | |
| 4 |
Caterpillar
CAT
|
+$1.61M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.35M |
Top Sells
| 1 | +$6.31M | |
| 2 | +$1.6M | |
| 3 | +$1.47M | |
| 4 |
Cummins
CMI
|
+$1.05M |
| 5 |
PepsiCo
PEP
|
+$950K |
Sector Composition
| 1 | Technology | 7.53% |
| 2 | Financials | 3.35% |
| 3 | Consumer Staples | 2.7% |
| 4 | Healthcare | 2.63% |
| 5 | Industrials | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.2B
| – | – |
-2,876
|
|
||
177
iShares Russell 2000 ETF
IWM
$71.2B
| – | – |
-1,086
|
|
||
178
WisdomTree US LargeCap Dividend Fund
DLN
$5.42B
| – | – |
-2,561
|
|
||
179
FT Vest US Equity Deep Buffer ETF August
DAUG
$360M
| – | – |
-162,700
|
|