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
$127M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$3.28M
2 +$1.17M
3 +$1.13M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$908K
5
TAIL icon
Cambria Tail Risk ETF
TAIL
+$889K

Sector Composition

1 Technology 5.71%
2 Financials 2.87%
3 Consumer Discretionary 2.87%
4 Communication Services 2.58%
5 Industrials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-10,589
152
-41,152
153
-40,001