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
776
$1K ﹤0.01%
+80
777
$1K ﹤0.01%
+16
778
$1K ﹤0.01%
+16
779
$1K ﹤0.01%
+23
780
$1K ﹤0.01%
+2
781
$1K ﹤0.01%
+15
782
$1K ﹤0.01%
+26
783
$1K ﹤0.01%
+15
784
$1K ﹤0.01%
+7
785
$1K ﹤0.01%
+9
786
$1K ﹤0.01%
+300
787
$1K ﹤0.01%
+67
788
$1K ﹤0.01%
+10
789
$1K ﹤0.01%
+13
790
$1K ﹤0.01%
+12
791
$1K ﹤0.01%
+24
792
$1K ﹤0.01%
+24
793
$1K ﹤0.01%
+7
794
$1K ﹤0.01%
+55
795
$1K ﹤0.01%
+22
796
$1K ﹤0.01%
+18
797
$1K ﹤0.01%
+17
798
$1K ﹤0.01%
+100
799
$1K ﹤0.01%
+11
800
$1K ﹤0.01%
+12