AWA
Acorn Wealth Advisors Portfolio holdings
AUM
$269M
1-Year Return
11.95%
This Quarter Return
-1.6%
1 Year Return
+11.95%
3 Year Return
+41.98%
5 Year Return
+71.52%
10 Year Return
–
AUM
$116M
AUM Growth
+$6.02M
(+5.5%)
Cap. Flow
+$8.77M
Cap. Flow
% of AUM
7.59%
Top 10 Holdings %
Top 10 Hldgs %
37.49%
Holding
871
New
63
Increased
206
Reduced
113
Closed
30
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$199K |
| 2 |
Home Depot
HD
|
+$74.6K |
| 3 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$72K |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$59.1K |
| 5 |
Apple
AAPL
|
+$57.5K |
Sector Composition
| 1 | Consumer Discretionary | 4.63% |
| 2 | Financials | 4.45% |
| 3 | Technology | 3.61% |
| 4 | Industrials | 3.46% |
| 5 | Healthcare | 2.59% |
