PWM
Provident Wealth Management Portfolio holdings
AUM
$306M
This Quarter Return
+5.94%
1 Year Return
+10.79%
3 Year Return
+43.54%
5 Year Return
+69.87%
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.1%
Holding
59
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$15.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$11.6M |
| 3 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$9.7M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$9.49M |
| 5 |
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% |
