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
$119M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$3.19M
3 +$3.09M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.33M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$2.21M

Top Sells

1 +$4.56M
2 +$623K
3 +$609K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$583K
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$559K

Sector Composition

1 Industrials 1.7%
2 Technology 0.72%
3 Consumer Staples 0.66%
4 Consumer Discretionary 0.55%
5 Healthcare 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1K ﹤0.01%
10
-10
77
-23,676
78
-7,436
79
$0 ﹤0.01%
7
-1