PWM

Prentice Wealth Management Portfolio holdings

AUM $406M
1-Year Est. Return 10.13%
This Quarter Est. Return
1 Year Est. Return
+10.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.16%
2 Technology 4.25%
3 Healthcare 2.81%
4 Consumer Discretionary 2.13%
5 Industrials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$1K ﹤0.01%
+20
327
0
328
$1K ﹤0.01%
+20
329
$1K ﹤0.01%
+100
330
$1K ﹤0.01%
+120
331
$1K ﹤0.01%
+100
332
$1K ﹤0.01%
+8
333
0
334
0