PWM
Prentice Wealth Management Portfolio holdings
AUM
$381M
1-Year Return
11.34%
This Quarter Return
+4.66%
1 Year Return
+11.34%
3 Year Return
+39.53%
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.83%
Holding
336
New
332
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
