AWA

Acumen Wealth Advisors Portfolio holdings

AUM $347M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1 +$49.2M
2 +$34.4M
3 +$16.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.7M
5
AAPL icon
Apple
AAPL
+$12.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.19%
2 Healthcare 16.41%
3 Financials 9.05%
4 Communication Services 7.37%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IREN icon
251
Iris Energy
IREN
$15B
$14.5K ﹤0.01%
+383
HOOD icon
252
Robinhood
HOOD
$67.4B
$14.1K ﹤0.01%
+125
AHR icon
253
American Healthcare REIT
AHR
$9.42B
$14.1K ﹤0.01%
+299
ZTS icon
254
Zoetis
ZTS
$54.5B
$14.1K ﹤0.01%
+112
ALNT icon
255
Allient
ALNT
$1.15B
$13.8K ﹤0.01%
+257
GTLS icon
256
Chart Industries
GTLS
$9.33B
$13.6K ﹤0.01%
+66
AROC icon
257
Archrock
AROC
$6.01B
$13.5K ﹤0.01%
+520
CVNA icon
258
Carvana
CVNA
$46.3B
$13.5K ﹤0.01%
+32
CCEP icon
259
Coca-Cola Europacific Partners
CCEP
$48.3B
$13.3K ﹤0.01%
+147
PFGC icon
260
Performance Food Group
PFGC
$15.3B
$13.3K ﹤0.01%
+148
KTB icon
261
Kontoor Brands
KTB
$3.73B
$13.3K ﹤0.01%
+217
NBTB icon
262
NBT Bancorp
NBTB
$2.33B
$13.2K ﹤0.01%
+317
TSCO icon
263
Tractor Supply
TSCO
$27.9B
$13.2K ﹤0.01%
+263
EXLS icon
264
EXL Service
EXLS
$4.31B
$13.1K ﹤0.01%
+309
INOD icon
265
Innodata
INOD
$1.42B
$13.1K ﹤0.01%
+257
APG icon
266
APi Group
APG
$20.2B
$13K ﹤0.01%
+340
ITGR icon
267
Integer Holdings
ITGR
$3.04B
$12.9K ﹤0.01%
+165
PRI icon
268
Primerica
PRI
$8.02B
$12.9K ﹤0.01%
+50
AEIS icon
269
Advanced Energy
AEIS
$13B
$12.8K ﹤0.01%
+61
MOD icon
270
Modine Manufacturing
MOD
$12.5B
$12.7K ﹤0.01%
+95
ICOP icon
271
iShares Copper and Metals Mining ETF
ICOP
$482M
$12.6K ﹤0.01%
+285
PCAR icon
272
PACCAR
PCAR
$66.4B
$12.5K ﹤0.01%
+113
BSOL
273
Bitwise Solana Staking ETF
BSOL
$252M
$12.5K ﹤0.01%
+763
SAN icon
274
Banco Santander
SAN
$189B
$12.4K ﹤0.01%
+1,059
MTSI icon
275
MACOM Technology Solutions
MTSI
$19.1B
$12.3K ﹤0.01%
+72