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
$170M
AUM Growth
+$20.1M
(+13%)
Holding
160
Top Buys
| 1 | +$4.4M | |
| 2 | +$2.35M | |
| 3 | +$1.41M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.05M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.02M |
Top Sells
| 1 | +$4.35M | |
| 2 | +$2.48M | |
| 3 | +$2.39M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.57M |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$1.01M |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 4.75% |
| 3 | Consumer Discretionary | 4.21% |
| 4 | Healthcare | 3.82% |
| 5 | Communication Services | 3.39% |