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
$143M
AUM Growth
-$1.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$3.78M
2 +$807K
3 +$341K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$317K
5
TPL icon
Texas Pacific Land
TPL
+$273K

Sector Composition

1 Technology 6.02%
2 Financials 3.77%
3 Consumer Discretionary 2.87%
4 Communication Services 2.36%
5 Industrials 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,961
177
-513