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
$619M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.15%
2 Healthcare 1.71%
3 Financials 1.55%
4 Industrials 1.28%
5 Consumer Discretionary 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$86.4K 0.01%
+555
152
$81.9K 0.01%
+900
153
$81.9K 0.01%
+764
154
$81.6K 0.01%
+1,638
155
$80.3K 0.01%
+163
156
$79.8K 0.01%
+835
157
$76.8K 0.01%
+1,206
158
$76.1K 0.01%
+510
159
$74.9K 0.01%
+582
160
$72.3K 0.01%
+682
161
$70.2K 0.01%
+1,400
162
$69.2K 0.01%
+200
163
$68K 0.01%
+674
164
$67K 0.01%
+600
165
$66.8K 0.01%
+132
166
$66K 0.01%
+845
167
$60.1K 0.01%
+1,468
168
$57.4K 0.01%
+768
169
$56.1K 0.01%
+517
170
$56.1K 0.01%
+1,823
171
$54.4K 0.01%
+237
172
$53.8K 0.01%
+4,335
173
$53.7K 0.01%
+960
174
$52.1K 0.01%
+516
175
$51.4K 0.01%
+689