AWA

Acumen Wealth Advisors Portfolio holdings

AUM $372M
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
$372M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$10.3M
3 +$5.98M
4
TSLA icon
Tesla
TSLA
+$3.63M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.11M

Top Sells

1 +$3.78M
2 +$3.32M
3 +$3.3M
4
TSM icon
TSMC
TSM
+$2.85M
5
ELV icon
Elevance Health
ELV
+$2.42M

Sector Composition

1 Technology 22.6%
2 Healthcare 12.44%
3 Financials 7.73%
4 Communication Services 7.22%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SONY icon
301
Sony
SONY
$131B
$9.75K ﹤0.01%
471
+357
IRDM icon
302
Iridium Communications
IRDM
$5.3B
$9.65K ﹤0.01%
+348
BABA icon
303
Alibaba
BABA
$311B
$9.64K ﹤0.01%
77
+1
NVS icon
304
Novartis
NVS
$288B
$9.62K ﹤0.01%
63
+28
SIMO icon
305
Silicon Motion
SIMO
$9.84B
$9.54K ﹤0.01%
+85
BSOL
306
Bitwise Solana Staking ETF
BSOL
$613M
$9.45K ﹤0.01%
855
+92
SHG icon
307
Shinhan Financial Group
SHG
$30.4B
$9.32K ﹤0.01%
+152
MUFG icon
308
Mitsubishi UFJ Financial
MUFG
$218B
$9.32K ﹤0.01%
+549
KEX icon
309
Kirby Corp
KEX
$7.72B
$9.3K ﹤0.01%
+70
NPKI
310
NPK International
NPKI
$1.35B
$9.29K ﹤0.01%
641
NVT icon
311
nVent Electric
NVT
$27.4B
$9.23K ﹤0.01%
+78
AVES icon
312
Avantis Emerging Markets Value ETF
AVES
$1.49B
$9K ﹤0.01%
+150
PPG icon
313
PPG Industries
PPG
$24.4B
$8.98K ﹤0.01%
84
-9
FEGE
314
First Eagle Global Equity ETF
FEGE
$1.93B
$8.93K ﹤0.01%
+190
STAG icon
315
STAG Industrial
STAG
$7.37B
$8.86K ﹤0.01%
+243
KRYS icon
316
Krystal Biotech
KRYS
$8.92B
$8.78K ﹤0.01%
34
ARGX icon
317
argenx
ARGX
$50.3B
$8.76K ﹤0.01%
12
+6
CLS icon
318
Celestica
CLS
$42.6B
$8.73K ﹤0.01%
31
+15
NTES icon
319
NetEase
NTES
$79B
$8.73K ﹤0.01%
78
KBR icon
320
KBR
KBR
$4.25B
$8.63K ﹤0.01%
233
PRI icon
321
Primerica
PRI
$8.69B
$8.52K ﹤0.01%
34
-16
MKSI icon
322
MKS Inc
MKSI
$22.6B
$8.5K ﹤0.01%
37
SXT icon
323
Sensient Technologies
SXT
$4.97B
$8.47K ﹤0.01%
98
FMX icon
324
Fomento Económico Mexicano
FMX
$41.5B
$8.44K ﹤0.01%
+76
VLO icon
325
Valero Energy
VLO
$71.7B
$8.4K ﹤0.01%
34