AWP
Abacus Wealth Partners Portfolio holdings
AUM
$655M
This Quarter Return
+3.94%
1 Year Return
+10.64%
3 Year Return
+32.24%
5 Year Return
–
10 Year Return
–
AUM
$332M
AUM Growth
+$332M
(+9.8%)
Cap. Flow
+$15.5M
Cap. Flow
% of AUM
4.68%
Top 10 Holdings %
Top 10 Hldgs %
82.11%
Holding
91
New
3
Increased
28
Reduced
41
Closed
6
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$1.19M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$668K |
| 3 |
Vanguard Growth ETF
VUG
|
$497K |
| 4 |
Microsoft
MSFT
|
$459K |
| 5 |
iShares MSCI KLD 400 Social ETF
DSI
|
$360K |
Sector Composition
| 1 | Technology | 3.64% |
| 2 | Healthcare | 1.11% |
| 3 | Industrials | 1.08% |
| 4 | Financials | 0.95% |
| 5 | Consumer Discretionary | 0.91% |
