AWA

Acorn Wealth Advisors Portfolio holdings

AUM $336M
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.35%
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%
+300
552
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+80
553
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+42
554
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+220
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+97
556
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+108
557
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+15
558
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+451
559
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+262
560
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+219
561
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+49
562
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563
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+182
564
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565
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+115
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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572
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573
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574
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575
$6K 0.01%
+276