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
126
-5,500