PWA

Provenance Wealth Advisors Portfolio holdings

AUM $696M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$711M
AUM Growth
-$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1 +$823K
2 +$536K
3 +$455K
4
WU icon
Western Union
WU
+$447K
5
AAPL icon
Apple
AAPL
+$442K

Sector Composition

1 Technology 5.01%
2 Financials 1.99%
3 Healthcare 1.92%
4 Industrials 1.43%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$13K ﹤0.01%
139
302
$13K ﹤0.01%
233
303
$13K ﹤0.01%
402
304
$12.6K ﹤0.01%
135
305
$12.5K ﹤0.01%
84
+13
306
$12.5K ﹤0.01%
453
307
$12.4K ﹤0.01%
75
308
$12.4K ﹤0.01%
15
309
$12.3K ﹤0.01%
116
310
$12.3K ﹤0.01%
45
311
$12.2K ﹤0.01%
300
312
$11.9K ﹤0.01%
125
313
$11.7K ﹤0.01%
66
+30
314
$11.7K ﹤0.01%
310
315
$11.2K ﹤0.01%
400
316
$11.1K ﹤0.01%
500
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$11.1K ﹤0.01%
348
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$11K ﹤0.01%
280
319
$10.7K ﹤0.01%
+197
320
$10.5K ﹤0.01%
153
-155
321
$10.1K ﹤0.01%
509
322
$9.97K ﹤0.01%
182
323
$9.95K ﹤0.01%
+436
324
$9.93K ﹤0.01%
185
325
$9.45K ﹤0.01%
36