AW

ACG Wealth Portfolio holdings

AUM $437M
1-Year Est. Return 11.27%
This Quarter Est. Return
1 Year Est. Return
-11.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.67M
3 +$1.18M
4
ILMN icon
Illumina
ILMN
+$991K
5
CION icon
CION Investment
CION
+$665K

Top Sells

1 +$1.64M
2 +$905K
3 +$873K
4
MCD icon
McDonald's
MCD
+$495K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$452K

Sector Composition

1 Technology 16.44%
2 Healthcare 8.67%
3 Consumer Discretionary 6.32%
4 Financials 6.25%
5 Industrials 5.37%