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
801
$1K ﹤0.01%
+12
802
$1K ﹤0.01%
+29
803
$1K ﹤0.01%
+20
804
$1K ﹤0.01%
+8
805
$1K ﹤0.01%
+10
806
$1K ﹤0.01%
+5
807
$1K ﹤0.01%
+8