AWA

Acorn Wealth Advisors Portfolio holdings

AUM $336M
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Sells

1 +$1.29M
2 +$269K
3 +$174K
4
CMS icon
CMS Energy
CMS
+$149K
5
NVDA icon
NVIDIA
NVDA
+$119K

Sector Composition

1 Technology 7.18%
2 Financials 4.08%
3 Industrials 2.61%
4 Consumer Discretionary 2.52%
5 Consumer Staples 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$40.4K 0.02%
10,300
202
$10.5K 0.01%
1,500
+200
203
-10,184