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
$225M
AUM Growth
-$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.11M
3
+$886K
4
AMD icon
Advanced Micro Devices
AMD
+$692K
5
ABNB icon
Airbnb
ABNB
+$675K

Top Sells

1
+$18M
2
+$4.09M
3
+$4.08M
4
AAPL icon
Apple
AAPL
+$3.3M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.65M

Sector Composition

1 Technology 6.87%
2 Consumer Discretionary 3.93%
3 Industrials 2.33%
4 Consumer Staples 2.29%
5 Financials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
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