PWM

Provident Wealth Management Portfolio holdings

AUM $331M
1-Year Est. Return 10.99%
This Quarter Est. Return
1 Year Est. Return
+10.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$11.6M
3 +$9.7M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$9.49M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$8.89M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.96%
2 Industrials 0.74%
3 Consumer Staples 0.74%
4 Utilities 0.43%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$39K 0.03%
+800
52
$31K 0.03%
+400
53
$29K 0.03%
+249
54
$12K 0.01%
+519
55
$11K 0.01%
+60
56
$5K ﹤0.01%
+124
57
$4K ﹤0.01%
+70
58
$0 ﹤0.01%
+3
59
$0 ﹤0.01%
+3