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
576
$6K 0.01%
+250
577
$6K 0.01%
+118
578
$6K 0.01%
+42
579
$6K 0.01%
+120
580
$6K 0.01%
+62
581
$6K 0.01%
+275
582
$6K 0.01%
+114
583
$6K 0.01%
+65
584
$6K 0.01%
+935
585
$6K 0.01%
+228
586
$6K 0.01%
+326
587
$6K 0.01%
+84
588
$5K ﹤0.01%
+63
589
$5K ﹤0.01%
+50
590
$5K ﹤0.01%
+50
591
$5K ﹤0.01%
+69
592
$5K ﹤0.01%
+84
593
$5K ﹤0.01%
+200
594
$5K ﹤0.01%
+155
595
$5K ﹤0.01%
+31
596
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+100
597
$5K ﹤0.01%
+31
598
$5K ﹤0.01%
+106
599
$5K ﹤0.01%
+34
600
$5K ﹤0.01%
+43