AWP

Abacus Wealth Partners Portfolio holdings

AUM $695M
1-Year Est. Return 7.18%
This Quarter Est. Return
1 Year Est. Return
+7.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$1.81M
3
+$1.5M
4
NVDA icon
NVIDIA
NVDA
+$1.46M
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$945K

Top Sells

1
+$5.37M
2
+$3.82M
3
+$682K
4
FISV
Fiserv Inc
FISV
+$674K
5
ORLY icon
O'Reilly Automotive
ORLY
+$657K

Sector Composition

1 Technology 3.99%
2 Consumer Discretionary 1.02%
3 Healthcare 0.97%
4 Industrials 0.96%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
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