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
$139M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.39%
2 Financials 3.2%
3 Consumer Discretionary 3.15%
4 Communication Services 2.49%
5 Industrials 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$214K 0.15%
+1,784
152
$213K 0.15%
+3,979
153
$212K 0.15%
+4,114
154
$210K 0.15%
+5,425
155
$210K 0.15%
+4,120
156
$209K 0.15%
+7,951
157
$207K 0.15%
+4,105
158
$206K 0.15%
+5,678
159
$201K 0.14%
825
+1
160
$192K 0.14%
19,455
+804
161
$165K 0.12%
+11,154
162
$114K 0.08%
11,268
-56
163
$18K 0.01%
16
164
-4,582
165
-8,334
166
-4,305