AW

ACG Wealth Portfolio holdings

AUM $437M
1-Year Est. Return 11.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$1.79M
3
+$1.78M
4
WFC icon
Wells Fargo
WFC
+$1.73M
5
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.28M

Top Sells

1
+$5.53M
2
+$4.92M
3
+$3.52M
4
NVDA icon
NVIDIA
NVDA
+$2.56M
5
META icon
Meta Platforms (Facebook)
META
+$2.07M

Sector Composition

1 Industrials 15.71%
2 Technology 9.94%
3 Financials 8.42%
4 Consumer Discretionary 8.38%
5 Healthcare 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
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