AWA
Acorn Wealth Advisors Portfolio holdings
AUM
$319M
1-Year Est. Return
11.9%
1 Year Est. Return
+11.9%
AUM
$269M
AUM Growth
+$28.6M
(+12%)
Holding
265
Top Buys
| 1 | +$2.57M | |
| 2 | +$2.48M | |
| 3 | +$1.41M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.39M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.32M |
Top Sells
| 1 | +$1.61M | |
| 2 | +$1.06M | |
| 3 | +$709K | |
| 4 |
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
|
+$575K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$465K |
Sector Composition
| 1 | Technology | 7.17% |
| 2 | Financials | 4.43% |
| 3 | Industrials | 2.8% |
| 4 | Consumer Discretionary | 2.08% |
| 5 | Consumer Staples | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Tilray
TLRY
$1.21B
| $6.84K | ﹤0.01% |
+16,505
|
|
||
252
Vanguard Total World Bond ETF
BNDW
$1.39B
| – | – |
-4,035
|
|
||
253
Dimensional National Municipal Bond ETF
DFNM
$1.68B
| – | – |
-6,545
|
|
||
254
First Trust Dorsey Wright Focus 5 ETF
FV
$3.65B
| – | – |
-3,737
|
|
||
255
iShares Gold Trust
IAU
$62.2B
| – | – |
-3,478
|
|
||
256
iShares US Medical Devices ETF
IHI
$4.38B
| – | – |
-3,353
|
|
||
257
Intel
INTC
$169B
| – | – |
-11,118
|
|
||
258
iShares S&P 500 Value ETF
IVE
$42.4B
| – | – |
-1,133
|
|
||
259
PGIM AAA CLO ETF
PAAA
$4.51B
| – | – |
-20,702
|
|
||
260
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
| – | – |
-4,940
|
|
||
261
UnitedHealth
UNH
$292B
| – | – |
-414
|
|
||
262
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| – | – |
-5,466
|
|
||
|
263
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$45.3M
| – | – |
-9,370
|
|
||
264
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$338M
| – | – |
-12,773
|
|
||
265
Eaton Vance Total Return Bond ETF
EVTR
$3.13B
| – | – |
-4,479
|
|