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
$255M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$82.1M
2 +$20.5M
3 +$6.35M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$5.55M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$2.5M

Top Sells

1 +$6.52M
2 +$2.51M
3 +$2.13M
4
JSTC icon
Adasina Social Justice All Cap Global ETF
JSTC
+$1.84M
5
BGRN icon
iShares USD Green Bond ETF
BGRN
+$1.81M

Sector Composition

1 Technology 6.25%
2 Consumer Discretionary 3.01%
3 Consumer Staples 2.58%
4 Industrials 2.19%
5 Financials 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,993