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
551
$7K 0.01%
+68
552
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+634
553
$7K 0.01%
+190
554
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+195
555
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+297
556
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+182
557
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558
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+200
559
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+300
560
$7K 0.01%
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561
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562
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563
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+115
564
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565
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566
$7K 0.01%
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567
$6K 0.01%
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569
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570
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571
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572
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573
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574
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+250
575
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+74