PWP
Precedent Wealth Partners Portfolio holdings
AUM
$477M
1-Year Est. Return
13.82%
1 Year Est. Return
+13.82%
AUM
$454M
AUM Growth
+$45.9M
(+11%)
Holding
179
Top Buys
| 1 | +$3M | |
| 2 | +$2.58M | |
| 3 | +$2.04M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.84M |
| 5 |
Dollar General
DG
|
+$1.5M |
Top Sells
| 1 | +$1.36M | |
| 2 | +$1.21M | |
| 3 | +$1.14M | |
| 4 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
+$1.09M |
| 5 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
+$562K |
Sector Composition
| 1 | Technology | 7.88% |
| 2 | Financials | 3.4% |
| 3 | Energy | 2.68% |
| 4 | Healthcare | 2.65% |
| 5 | Consumer Staples | 2.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Philip Morris
PM
$269B
| – | – |
-1,370
|
|
||
177
ProShares UltraPro S&P 500
UPRO
$4.8B
| – | – |
-3,264
|
|
||
178
United Parcel Service
UPS
$92.2B
| – | – |
-12,006
|
|
||
|
BTX
179
BlackRock Technology and Private Equity Term Trust
BTX
$809M
| – | – |
-10,900
|
|