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
$119M
AUM Growth
+$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$253K
2 +$209K
3 +$205K
4
MSB
Mesabi Trust
MSB
+$204K
5
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$202K

Sector Composition

1 Consumer Discretionary 4.94%
2 Financials 3.76%
3 Technology 3.74%
4 Industrials 2.63%
5 Communication Services 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$340K 0.29%
11,130
-114
77
$335K 0.28%
2,265
+47
78
$330K 0.28%
6,363
+930
79
$329K 0.28%
1,013
+4
80
$328K 0.28%
4,554
+38
81
$325K 0.27%
7,314
-618
82
$319K 0.27%
4,585
-145
83
$310K 0.26%
2,153
+3
84
$306K 0.26%
5,416
-136
85
$303K 0.26%
4,657
+23
86
$301K 0.25%
2,061
+13
87
$301K 0.25%
7,525
+7
88
$295K 0.25%
14,790
+150
89
$289K 0.24%
1,624
-13
90
$285K 0.24%
6,626
-104
91
$283K 0.24%
15,765
-1,000
92
$280K 0.24%
5,636
93
$279K 0.23%
4,700
+4
94
$278K 0.23%
5,528
+22
95
$268K 0.23%
3,292
-161
96
$265K 0.22%
3,287
-109
97
$264K 0.22%
6,768
-81
98
$262K 0.22%
1,858
+13
99
$257K 0.22%
5,965
-280
100
$253K 0.21%
+2,660