PWA

Provenance Wealth Advisors Portfolio holdings

AUM $902M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$774M
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$1.16M
3 +$638K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$631K
5
AAPL icon
Apple
AAPL
+$597K

Top Sells

1 +$720K
2 +$568K
3 +$329K
4
HDV
iShares Core High Dividend ETF
HDV
+$227K
5
ASC icon
Ardmore Shipping
ASC
+$161K

Sector Composition

1 Technology 5.22%
2 Financials 0.86%
3 Healthcare 0.62%
4 Consumer Discretionary 0.56%
5 Industrials 0.55%