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
$111M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$3.28M
2 +$3.1M
3 +$2.94M
4
NVDA icon
NVIDIA
NVDA
+$2.72M
5
GS icon
Goldman Sachs
GS
+$2.19M

Top Sells

1 +$26.7M
2 +$11.5M
3 +$9.92M
4
AAPL icon
Apple
AAPL
+$8.98M
5
LLY icon
Eli Lilly
LLY
+$4.87M

Sector Composition

1 Healthcare 24.28%
2 Technology 19.55%
3 Communication Services 16.95%
4 Financials 12.84%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$45.3K 0.04%
14,000
+119
77
$43K 0.04%
41,000
+39,508
78
$41K 0.04%
35,000
+27,799
79
$24.3K 0.02%
1,000
80
-1,318