AWA
Acorn Wealth Advisors Portfolio holdings
AUM
$269M
This Quarter Return
+0.52%
1 Year Return
+11.95%
3 Year Return
+41.98%
5 Year Return
+71.52%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+5.6%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
6.33%
Top 10 Holdings %
Top 10 Hldgs %
34.61%
Holding
213
New
11
Increased
112
Reduced
61
Closed
9
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.34M |
| 2 |
NVIDIA
NVDA
|
$2M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$1.35M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$1.19M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.04M |
Top Sells
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Financials | 3.78% |
| 3 | Industrials | 2.5% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Consumer Staples | 1.78% |
