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
126
-6,055
127
-1,000
128
-2,491