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
$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
26
$785K 0.72%
+16,043
27
$757K 0.69%
+27,338
28
$754K 0.69%
+3,912
29
$659K 0.6%
+23,010
30
$649K 0.59%
+33,681
31
$613K 0.56%
+5,884
32
$599K 0.55%
+4,266
33
$586K 0.53%
+11,210
34
$583K 0.53%
+12,417
35
$576K 0.53%
+1,875
36
$547K 0.5%
+15,008
37
$543K 0.5%
+5,724
38
$540K 0.49%
+16,535
39
$514K 0.47%
+18,588
40
$510K 0.47%
+6,458
41
$506K 0.46%
+38,461
42
$501K 0.46%
+17,629
43
$494K 0.45%
+54,088
44
$415K 0.38%
+14,103
45
$410K 0.37%
+3,727
46
$409K 0.37%
+9,280
47
$409K 0.37%
+20,058
48
$407K 0.37%
+11,688
49
$397K 0.36%
+21,500
50
$396K 0.36%
+4,564