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
$114M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.2%
2 Consumer Discretionary 6.18%
3 Financials 2.79%
4 Communication Services 2.37%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$120K 0.11%
3,876
+4
127
$99K 0.09%
18,338
128
$86K 0.08%
11,324
129
-13,204
130
-7,749
131
-15,646