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
$592M
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$79.6M
3
+$8.86M
4
AAPL icon
Apple
AAPL
+$3.15M
5
DFSE icon
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
+$1.95M

Top Sells

1
+$2.39M
2
+$1.35M
3
+$763K
4
MSFT icon
Microsoft
MSFT
+$581K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 2.93%
2 Financials 0.96%
3 Industrials 0.67%
4 Consumer Discretionary 0.66%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.8K ﹤0.01%
14,464
-3,245
77
– –
-4,269
78
– –
-10,997
79
– –
-14,316
1 2 3
4