AW

ACG Wealth Portfolio holdings

AUM $437M
1-Year Est. Return 11.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
-$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.32M
3
+$2.52M
4
AA icon
Alcoa
AA
+$2.17M
5
BBRC
Columbia Beyond BRICs ETF
BBRC
+$1.76M

Top Sells

1
+$29.5M
2
+$5.95M
3
+$4.85M
4
AAPL icon
Apple
AAPL
+$4.75M
5
AGN
Allergan Inc
AGN
+$4.61M

Sector Composition

1 Industrials 16.72%
2 Technology 9.64%
3 Financials 7.85%
4 Healthcare 7.6%
5 Communication Services 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
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