AWA

Acorn Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.42%
2 Financials 4.42%
3 Consumer Discretionary 2.47%
4 Industrials 2.18%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$210K 0.09%
1,926
+15
227
$208K 0.09%
11,441
-2,972
228
$208K 0.09%
28,468
+3,121
229
$203K 0.08%
3,473
-274
230
$202K 0.08%
399
+2
231
$201K 0.08%
7,691
-3,827
232
$200K 0.08%
3,349
-69
233
$113K 0.05%
10,040
-1,051
234
$25.8K 0.01%
10,300
235
$9.76K ﹤0.01%
1,500
236
-2,564
237
-5,591
238
-4,749
239
-10,200
240
-1,236
241
-1,746
242
-3,789
243
-10,216
244
-1,963
245
-2,048
246
-516
247
-4,446