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
$90.4M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$3.54M
2 +$3.46M
3 +$3.42M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.29M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.18M

Sector Composition

1 Industrials 2.13%
2 Technology 0.96%
3 Consumer Discretionary 0.9%
4 Healthcare 0.43%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,274
77
-31,216