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
$214M
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Sells

1 +$368K
2 +$348K
3 +$323K
4
AAPL icon
Apple
AAPL
+$304K
5
EW icon
Edwards Lifesciences
EW
+$272K

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
in Stake
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