PWA

Providence Wealth Advisors Portfolio holdings

AUM $146M
1-Year Est. Return 19.45%
This Quarter Est. Return
1 Year Est. Return
+19.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$651K
3 +$465K
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$283K
5
GLD icon
SPDR Gold Trust
GLD
+$279K

Top Sells

1 +$1.44M
2 +$781K
3 +$74.9K
4
DOW icon
Dow Inc
DOW
+$46.5K
5
COP icon
ConocoPhillips
COP
+$39.1K

Sector Composition

1 Financials 17.81%
2 Industrials 11.81%
3 Healthcare 9.98%
4 Technology 8.49%
5 Consumer Staples 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$269K 0.24%
1,400
-25
77
$266K 0.24%
+3,509
78
$259K 0.23%
+2,741
79
$258K 0.23%
+9,598
80
$253K 0.23%
+1,565
81
$252K 0.22%
+875
82
$247K 0.22%
+2,640
83
$243K 0.22%
2,800
84
$240K 0.21%
6,304
-797
85
$239K 0.21%
+2,855
86
$227K 0.2%
+8,111
87
$225K 0.2%
+755