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
101
$247K 0.21%
11,603
+77
102
$243K 0.2%
3,505
+3
103
$237K 0.2%
18,518
104
$235K 0.2%
6,346
105
$234K 0.2%
4,304
-43
106
$232K 0.2%
1,813
-200
107
$230K 0.19%
1,067
108
$227K 0.19%
4,718
+472
109
$224K 0.19%
2,340
+34
110
$223K 0.19%
3,194
+8
111
$223K 0.19%
8,803
+8
112
$222K 0.19%
8,282
+34
113
$221K 0.19%
4,674
114
$216K 0.18%
3,998
+21
115
$210K 0.18%
8,289
-245
116
$209K 0.18%
+5,321
117
$205K 0.17%
2,459
-465
118
$205K 0.17%
3,832
119
$205K 0.17%
+1,738
120
$204K 0.17%
+8,500
121
$202K 0.17%
+4,352
122
$189K 0.16%
13,261
123
$169K 0.14%
2,830
-201
124
$122K 0.1%
10,343
-284
125
-4,135