AWA
Acorn Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
-0.83%
1 Year Return
+11.95%
3 Year Return
+41.98%
5 Year Return
+71.52%
10 Year Return
–
AUM
$242M
AUM Growth
+$242M
(+4.1%)
Cap. Flow
+$26.5M
Cap. Flow
% of AUM
10.92%
Top 10 Holdings %
Top 10 Hldgs %
31.84%
Holding
247
New
20
Increased
93
Reduced
103
Closed
12
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$7.67M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$4.46M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$2.54M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
$2.41M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.77M |
Top Sells
Sector Composition
| 1 | Technology | 7.42% |
| 2 | Financials | 4.42% |
| 3 | Consumer Discretionary | 2.47% |
| 4 | Industrials | 2.18% |
| 5 | Consumer Staples | 1.67% |
