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
201
$23K 0.01%
+220
202
$23K 0.01%
+352
203
$22K 0.01%
+226
204
$22K 0.01%
+842
205
$22K 0.01%
+616
206
$21K 0.01%
+377
207
$21K 0.01%
+1,007
208
$20K 0.01%
+701
209
$20K 0.01%
+178
210
$20K 0.01%
+99
211
$20K 0.01%
+487
212
$19K 0.01%
+62
213
$19K 0.01%
+341
214
$18K 0.01%
+156
215
$17K 0.01%
+395
216
$17K 0.01%
+84
217
$17K 0.01%
+733
218
$17K 0.01%
+42
219
$16K 0.01%
+636
220
$16K 0.01%
+239
221
$16K 0.01%
+105
222
$15K 0.01%
+242
223
$15K 0.01%
+253
224
$15K 0.01%
+259
225
$15K 0.01%
+280