AW
ACG Wealth Portfolio holdings
AUM
$437M
1-Year Return
11.27%
This Quarter Return
-12.76%
1 Year Return
-11.27%
3 Year Return
+45.47%
5 Year Return
+75.06%
10 Year Return
–
AUM
$652M
AUM Growth
-$102M
(-14%)
Cap. Flow
+$1.44M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
32.69%
Holding
346
New
33
Increased
111
Reduced
140
Closed
35
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 12.64% |
| 2 | Technology | 10.27% |
| 3 | Consumer Discretionary | 8.4% |
| 4 | Financials | 7.16% |
| 5 | Healthcare | 6.82% |
