AWA
A4 Wealth Advisors Portfolio holdings
AUM
$120M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$115M
AUM Growth
-$3.22M
(-2.7%)
Holding
178
Top Buys
| 1 | +$3.97M | |
| 2 | +$3.02M | |
| 3 | +$2.75M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.38M |
| 5 |
iShares S&P 100 ETF
OEF
|
+$2.06M |
Top Sells
| 1 | +$1.44M | |
| 2 | +$1.14M | |
| 3 | +$1.01M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$957K |
| 5 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$923K |
Sector Composition
| 1 | Financials | 5.33% |
| 2 | Technology | 5.33% |
| 3 | Industrials | 2.71% |
| 4 | Consumer Discretionary | 2.51% |
| 5 | Healthcare | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Zimmer Biomet
ZBH
$16.5B
| – | – |
-2,375
|
|
||
177
DoubleLine Commercial Real Estate Debt ETF
DCRE
$449M
| – | – |
-4,450
|
|
||
178
Accenture
ACN
$109B
| – | – |
-942
|
|