PWA

Providence Wealth Advisors Portfolio holdings

AUM $159M
1-Year Est. Return 21.35%
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.4M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$763K
3
+$203K
4
CION icon
CION Investment
CION
+$117K
5
FAST icon
Fastenal
FAST
+$84.6K

Top Sells

1
+$6.77M
2
+$5.81M
3
+$5.5M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.42M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.92M

Sector Composition

1 Technology 25.16%
2 Healthcare 18.48%
3 Industrials 13.12%
4 Financials 11.14%
5 Consumer Staples 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
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