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
76
$332K 0.29%
1,541
+1
77
$325K 0.28%
4,730
+538
78
$320K 0.28%
826
+2
79
$314K 0.27%
1,009
-96
80
$314K 0.27%
4,516
+352
81
$306K 0.26%
2,218
-54
82
$300K 0.26%
7,518
-589
83
$298K 0.26%
5,552
+3
84
$296K 0.25%
2,048
+72
85
$296K 0.25%
4,634
-617
86
$288K 0.25%
16,765
-1,289
87
$287K 0.25%
1,637
88
$286K 0.25%
14,640
-138
89
$282K 0.24%
2,150
+103
90
$278K 0.24%
+5,433
91
$277K 0.24%
5,506
+36
92
$276K 0.24%
6,730
+104
93
$274K 0.24%
3,396
-113
94
$268K 0.23%
3,453
+495
95
$266K 0.23%
6,849
-113
96
$264K 0.23%
5,636
-562
97
$259K 0.22%
2,013
+109
98
$259K 0.22%
4,696
-168
99
$255K 0.22%
1,845
+14
100
$250K 0.21%
+6,346