PWM

Prentice Wealth Management Portfolio holdings

AUM $438M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$958K
3
+$917K
4
DIAL icon
Columbia Diversified Fixed Income Allocation ETF
DIAL
+$895K
5
VT icon
Vanguard Total World Stock ETF
VT
+$825K

Top Sells

1
+$368K
2
+$348K
3
+$323K
4
EW icon
Edwards Lifesciences
EW
+$272K
5
AAPL icon
Apple
AAPL
+$269K

Sector Composition

1 Technology 4.85%
2 Financials 4.48%
3 Healthcare 2.61%
4 Consumer Discretionary 2.01%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
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