AWA

Acorn Wealth Advisors Portfolio holdings

AUM $319M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
807
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 5.25%
2 Financials 4.71%
3 Technology 3.76%
4 Industrials 3.7%
5 Healthcare 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$20K 0.02%
+294
377
$20K 0.02%
+194
378
$20K 0.02%
+400
379
$20K 0.02%
+405
380
$20K 0.02%
+200
381
$20K 0.02%
+815
382
$20K 0.02%
+620
383
$20K 0.02%
+787
384
$20K 0.02%
+484
385
$20K 0.02%
+290
386
$20K 0.02%
+304
387
$19K 0.02%
+300
388
$19K 0.02%
+209
389
$19K 0.02%
+132
390
$19K 0.02%
+151
391
$19K 0.02%
+151
392
$19K 0.02%
+110
393
$19K 0.02%
+1,802
394
$18K 0.02%
+587
395
$18K 0.02%
+93
396
$17K 0.02%
+714
397
$17K 0.02%
+400
398
$17K 0.02%
+765
399
$17K 0.02%
+131
400
$17K 0.02%
+278