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
$86.1M
AUM Growth
-$164K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$681K
3
+$677K
4
SIXG
Defiance Connective Technologies ETF
SIXG
+$675K
5
ILTB icon
iShares Core 10+ Year USD Bond ETF
ILTB
+$523K

Top Sells

1
+$7.78M
2
+$1.37M
3
+$203K
4
DG icon
Dollar General
DG
+$199K
5
MCD icon
McDonald's
MCD
+$192K

Sector Composition

1 Industrials 1.93%
2 Technology 1.27%
3 Consumer Discretionary 0.99%
4 Consumer Staples 0.68%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
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