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
$477M
AUM Growth
+$22.7M
(+5%)
Holding
177
Top Buys
| 1 | +$3.14M | |
| 2 | +$2.98M | |
| 3 | +$2.41M | |
| 4 |
Vanguard Value ETF
VTV
|
+$2.35M |
| 5 |
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
|
+$2.05M |
Top Sells
| 1 | +$6.14M | |
| 2 | +$2.17M | |
| 3 | +$1.72M | |
| 4 |
FT Vest US Equity Deep Buffer ETF January
DJAN
|
+$1.49M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.29M |
Sector Composition
| 1 | Technology | 7.81% |
| 2 | Financials | 3.35% |
| 3 | Healthcare | 2.88% |
| 4 | Energy | 2.68% |
| 5 | Consumer Staples | 2.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IBDQ
176
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-86,121
|
|
||
177
Tractor Supply
TSCO
$20.5B
| – | – |
-4,056
|
|