PWA
Provenance Wealth Advisors Portfolio holdings
AUM
$696M
1-Year Return
13.43%
This Quarter Return
+7.56%
1 Year Return
+13.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$711M
AUM Growth
-$30.9M
(-4.2%)
Cap. Flow
-$83M
Cap. Flow
% of AUM
-11.68%
Top 10 Holdings %
Top 10 Hldgs %
77.76%
Holding
635
New
39
Increased
106
Reduced
77
Closed
94
Top Buys
| 1 |
Cracker Barrel
CBRL
|
$823K |
| 2 |
Visa
V
|
$536K |
| 3 |
Pfizer
PFE
|
$455K |
| 4 |
Western Union
WU
|
$447K |
| 5 |
Apple
AAPL
|
$442K |
Top Sells
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Financials | 1.99% |
| 3 | Healthcare | 1.92% |
| 4 | Industrials | 1.43% |
| 5 | Consumer Discretionary | 1.34% |
