PWA
Provenance Wealth Advisors Portfolio holdings
AUM
$774M
1-Year Est. Return
13.83%
1 Year Est. Return
+13.83%
AUM
$696M
AUM Growth
+$747K
(+0.11%)
Holding
554
Top Buys
| 1 | +$3.93M | |
| 2 | +$1.83M | |
| 3 | +$1.47M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.4M |
| 5 |
SPDR S&P Global Infrastructure ETF
GII
|
+$1.04M |
Top Sells
| 1 | +$18.4M | |
| 2 | +$17.1M | |
| 3 | +$10.4M | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$8.27M |
| 5 |
NVIDIA
NVDA
|
+$2.99M |
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Financials | 0.93% |
| 3 | Healthcare | 0.64% |
| 4 | Industrials | 0.55% |
| 5 | Consumer Discretionary | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Vanguard Value ETF
VTV
$148B
| – | – |
-237
|
|
||
552
WESCO International
WCC
$12.5B
| – | – |
-10
|
|
||
553
Woodside Energy
WDS
$33B
| – | – |
-23
|
|
||
554
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$340M
| – | – |
-34
|
|