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PWMG
Provence Wealth Management Group Portfolio holdings
AUM
$186M
1-Year Est. Return
38.63%
This Fund
S&P 500
1 Year Est. Return
+38.63%
AUM
$163M
AUM Growth
-$7.19M
(-4.2%)
Holding
483
Top Buys
| 1 | +$1.38M | |
| 2 | +$557K | |
| 3 | +$543K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$459K |
| 5 |
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$437K |
Top Sells
| 1 | +$12.2M | |
| 2 | +$1.83M | |
| 3 | +$727K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$480K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$428K |
Sector Composition
| 1 | Technology | 13.21% |
| 2 | Financials | 5.2% |
| 3 | Consumer Discretionary | 4.63% |
| 4 | Healthcare | 4.47% |
| 5 | Communication Services | 3.72% |
