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
751
$1K ﹤0.01%
+7
752
$1K ﹤0.01%
+63
753
$1K ﹤0.01%
+10
754
$1K ﹤0.01%
+6
755
$1K ﹤0.01%
+47
756
$1K ﹤0.01%
+15
757
$1K ﹤0.01%
+326
758
$1K ﹤0.01%
+50
759
$1K ﹤0.01%
+18
760
$1K ﹤0.01%
+7
761
$1K ﹤0.01%
+3
762
$1K ﹤0.01%
+9
763
$1K ﹤0.01%
+300
764
$1K ﹤0.01%
+67
765
$1K ﹤0.01%
+10
766
$1K ﹤0.01%
+13
767
$1K ﹤0.01%
+12
768
$1K ﹤0.01%
+24
769
$1K ﹤0.01%
+24
770
$1K ﹤0.01%
+7
771
$1K ﹤0.01%
+14
772
$1K ﹤0.01%
+63
773
$1K ﹤0.01%
+22
774
$1K ﹤0.01%
+27
775
$1K ﹤0.01%
+55