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
$116M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$931K
3 +$731K
4
BND icon
Vanguard Total Bond Market
BND
+$428K
5
AFL icon
Aflac
AFL
+$363K

Top Sells

1 +$467K
2 +$337K
3 +$276K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$257K
5
WPC icon
W.P. Carey
WPC
+$214K

Sector Composition

1 Consumer Discretionary 4.91%
2 Technology 3.87%
3 Financials 3.73%
4 Industrials 2.65%
5 Communication Services 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$456K 0.39%
4,367
+2,124
52
$451K 0.39%
14,610
-125
53
$438K 0.38%
14,443
-2,401
54
$435K 0.37%
17,897
+398
55
$430K 0.37%
48,822
+1,382
56
$429K 0.37%
18,397
-528
57
$423K 0.36%
5,222
+156
58
$419K 0.36%
37,928
-2,080
59
$394K 0.34%
13,666
-24
60
$392K 0.34%
3,122
+17
61
$389K 0.33%
16,836
-234
62
$384K 0.33%
6,391
-2,150
63
$377K 0.32%
4,034
+9
64
$375K 0.32%
6,376
+511
65
$363K 0.31%
+6,712
66
$360K 0.31%
6,121
67
$359K 0.31%
4,390
-358
68
$358K 0.31%
9,966
-355
69
$353K 0.3%
10,163
-408
70
$349K 0.3%
2,038
71
$347K 0.3%
6,919
+2,016
72
$339K 0.29%
10,674
+1,205
73
$334K 0.29%
1,728
+67
74
$333K 0.29%
11,244
-15
75
$332K 0.29%
7,932
-30