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
$132M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$214K
2 +$203K
3 +$18.2K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$17.6K
5
HON icon
Honeywell
HON
+$9.55K

Sector Composition

1 Technology 1.97%
2 Industrials 1.33%
3 Consumer Staples 0.58%
4 Consumer Discretionary 0.49%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,288
77
-878
78
$0 ﹤0.01%
3
-4