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
$116M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Sells

1 +$199K
2 +$74.6K
3 +$72K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$59.1K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K 0.01%
142
527
$9K 0.01%
438
528
$9K 0.01%
+155
529
$9K 0.01%
199
530
$9K 0.01%
210
+1
531
$9K 0.01%
137
532
$9K 0.01%
189
533
$9K 0.01%
463
534
$9K 0.01%
101
535
$9K 0.01%
227
536
$9K 0.01%
+200
537
$9K 0.01%
207
538
$9K 0.01%
251
-589
539
$8K 0.01%
181
540
$8K 0.01%
45
541
$8K 0.01%
200
542
$8K 0.01%
933
543
$8K 0.01%
61
544
$8K 0.01%
68
545
$8K 0.01%
306
546
$8K 0.01%
124
+1
547
$8K 0.01%
138
548
$8K 0.01%
273
549
$8K 0.01%
220
-106
550
$8K 0.01%
+159