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
551
$8K 0.01%
667
552
$8K 0.01%
32
553
$8K 0.01%
75
554
$8K 0.01%
+254
555
$8K 0.01%
449
556
$8K 0.01%
112
557
$8K 0.01%
185
558
$8K 0.01%
204
559
$8K 0.01%
350
560
$8K 0.01%
+150
561
$8K 0.01%
627
-565
562
$8K 0.01%
80
+68
563
$7K 0.01%
63
564
$7K 0.01%
+300
565
$7K 0.01%
+300
566
$7K 0.01%
168
567
$7K 0.01%
634
568
$7K 0.01%
190
569
$7K 0.01%
204
+1
570
$7K 0.01%
165
571
$7K 0.01%
96
572
$7K 0.01%
297
573
$7K 0.01%
+200
574
$7K 0.01%
266
575
$7K 0.01%
182