AWA
Acorn Wealth Advisors Portfolio holdings
AUM
$269M
1-Year Return
11.95%
This Quarter Return
+6.53%
1 Year Return
+11.95%
3 Year Return
+41.98%
5 Year Return
+71.52%
10 Year Return
–
AUM
$269M
AUM Growth
+$28.6M
(+12%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
6.28%
Top 10 Holdings %
Top 10 Hldgs %
30.03%
Holding
265
New
34
Increased
96
Reduced
106
Closed
14
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.57M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.48M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.41M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.39M |
| 5 |
Vanguard Growth ETF
VUG
|
$1.32M |
Top Sells
Sector Composition
| 1 | Technology | 7.17% |
| 2 | Financials | 4.43% |
| 3 | Industrials | 2.8% |
| 4 | Consumer Discretionary | 2.08% |
| 5 | Consumer Staples | 1.61% |
