AWA

Acorn Wealth Advisors Portfolio holdings

AUM $319M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$2M
2 +$1.25M
3 +$1.05M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$661K
5
BWA icon
BorgWarner
BWA
+$612K

Sector Composition

1 Technology 5.8%
2 Financials 3.4%
3 Consumer Discretionary 2.76%
4 Communication Services 2.53%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-16