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
$192M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

1 +$1.44M
2 +$284K
3 +$174K
4
CMS icon
CMS Energy
CMS
+$155K
5
NVDA icon
NVIDIA
NVDA
+$148K

Sector Composition

1 Technology 7.18%
2 Financials 4.08%
3 Industrials 2.61%
4 Consumer Discretionary 2.52%
5 Consumer Staples 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$406K 0.21%
9,306
+867
102
$406K 0.21%
19,100
+29
103
$402K 0.21%
+16,421
104
$399K 0.21%
22,682
-1,276
105
$391K 0.2%
859
+3
106
$382K 0.2%
7,149
-175
107
$381K 0.2%
4,772
+67
108
$378K 0.2%
6,531
+89
109
$373K 0.19%
5,101
110
$367K 0.19%
1,613
+1
111
$365K 0.19%
3,143
-99
112
$364K 0.19%
6,711
-102
113
$354K 0.18%
4,431
-32
114
$353K 0.18%
8,487
+417
115
$352K 0.18%
14,223
+3,744
116
$348K 0.18%
17,096
-381
117
$347K 0.18%
8,489
118
$346K 0.18%
5,061
119
$344K 0.18%
3,294
+6
120
$340K 0.18%
949
+101
121
$339K 0.18%
9,448
122
$335K 0.17%
1,837
+80
123
$332K 0.17%
634
+2
124
$332K 0.17%
4,296
-754
125
$332K 0.17%
7,938
-172