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
$221M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$797K
2 +$728K
3 +$626K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$466K
5
AMD icon
Advanced Micro Devices
AMD
+$427K

Top Sells

1 +$794K
2 +$593K
3 +$479K
4
NVDA icon
NVIDIA
NVDA
+$422K
5
INTC icon
Intel
INTC
+$376K

Sector Composition

1 Technology 5.23%
2 Financials 4.75%
3 Healthcare 3.18%
4 Consumer Staples 2.32%
5 Consumer Discretionary 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-867