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
526
$8K 0.01%
+306
527
$8K 0.01%
+273
528
$8K 0.01%
+32
529
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+165
530
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+463
531
$8K 0.01%
+75
532
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533
$8K 0.01%
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534
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535
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536
$7K 0.01%
+68
537
$7K 0.01%
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538
$7K 0.01%
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539
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540
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541
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542
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544
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546
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548
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549
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550
$7K 0.01%
+108