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%
+45
552
$7K 0.01%
+1,000
553
$7K 0.01%
+266
554
$7K 0.01%
+200
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+135
556
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+300
557
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558
$7K 0.01%
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559
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+220
560
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561
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562
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563
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564
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565
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566
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567
$6K 0.01%
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569
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570
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573
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575
$6K 0.01%
+250