AWP
Abacus Wealth Partners Portfolio holdings
AUM
$655M
1-Year Est. Return
10.64%
1 Year Est. Return
+10.64%
AUM
$665M
AUM Growth
-$4.97M
(-0.74%)
Holding
102
Top Buys
| 1 | +$1.89M | |
| 2 | +$1.62M | |
| 3 | +$1.22M | |
| 4 |
Nuveen ESG Emerging Markets Equity ETF
NUEM
|
+$1.03M |
| 5 |
Dimensional International Small Cap Value ETF
DISV
|
+$858K |
Top Sells
| 1 | +$507K | |
| 2 | +$504K | |
| 3 | +$410K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$329K |
| 5 |
NVIDIA
NVDA
|
+$312K |
Sector Composition
| 1 | Technology | 3.2% |
| 2 | Financials | 0.72% |
| 3 | Healthcare | 0.66% |
| 4 | Industrials | 0.64% |
| 5 | Consumer Staples | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Real Estate ETF
VNQ
$33.9B
| – | – |
-2,331
|
|
||
|
VRNA
102
DELISTED
Verona Pharma
VRNA
| – | – |
0
|
|