AWA

Acorn Wealth Advisors Portfolio holdings

AUM $269M
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
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
701
$2K ﹤0.01%
+10
702
$2K ﹤0.01%
+19
703
$2K ﹤0.01%
+50
704
$2K ﹤0.01%
+34
705
$2K ﹤0.01%
+16
706
$2K ﹤0.01%
+7
707
$2K ﹤0.01%
+19
708
$2K ﹤0.01%
+9
709
$2K ﹤0.01%
+30
710
$2K ﹤0.01%
+15
711
$2K ﹤0.01%
+39
712
$2K ﹤0.01%
+28
713
$2K ﹤0.01%
+42
714
$2K ﹤0.01%
+48
715
$2K ﹤0.01%
+37
716
$2K ﹤0.01%
+8
717
$2K ﹤0.01%
+52
718
$2K ﹤0.01%
+79
719
$2K ﹤0.01%
+46
720
$2K ﹤0.01%
+16
721
$2K ﹤0.01%
+21
722
$2K ﹤0.01%
+24
723
$2K ﹤0.01%
+12
724
$2K ﹤0.01%
+44
725
$2K ﹤0.01%
+111