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
776
$1K ﹤0.01%
+22
777
$1K ﹤0.01%
+20
778
$1K ﹤0.01%
+19
779
$1K ﹤0.01%
+18
780
$1K ﹤0.01%
+17
781
$1K ﹤0.01%
+19
782
$1K ﹤0.01%
+77
783
$1K ﹤0.01%
+45
784
$1K ﹤0.01%
+14
785
$1K ﹤0.01%
+100
786
$1K ﹤0.01%
+11
787
$1K ﹤0.01%
+12
788
$1K ﹤0.01%
+29
789
$1K ﹤0.01%
+20
790
$1K ﹤0.01%
+8
791
$1K ﹤0.01%
+10
792
$1K ﹤0.01%
+5
793
$1K ﹤0.01%
+8
794
$1K ﹤0.01%
+75
795
$1K ﹤0.01%
+25
796
$1K ﹤0.01%
+8
797
$1K ﹤0.01%
+100
798
$1K ﹤0.01%
+80
799
$1K ﹤0.01%
+16
800
$1K ﹤0.01%
+16