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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
CCJ icon
351
Cameco
CCJ
$41.7B
$6.95K ﹤0.01%
+64
ITUB icon
352
Itaú Unibanco
ITUB
$91.3B
$6.93K ﹤0.01%
820
CPER icon
353
United States Copper Index Fund
CPER
$735M
$6.89K ﹤0.01%
200
SN icon
354
SharkNinja
SN
$21.1B
$6.88K ﹤0.01%
+65
ASTH icon
355
Astrana Health
ASTH
$2.32B
$6.87K ﹤0.01%
280
KNF icon
356
Knife River
KNF
$4.44B
$6.86K ﹤0.01%
+84
NKE icon
357
Nike
NKE
$63.4B
$6.7K ﹤0.01%
125
-116
TIMB icon
358
TIM SA
TIMB
$10.4B
$6.7K ﹤0.01%
+253
CMC icon
359
Commercial Metals
CMC
$6.65B
$6.7K ﹤0.01%
+109
CARG icon
360
CarGurus
CARG
$3.11B
$6.57K ﹤0.01%
193
+145
SPY icon
361
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$6.52K ﹤0.01%
+10
AVAV icon
362
AeroVironment
AVAV
$7.51B
$6.41K ﹤0.01%
35
+13
TLTW icon
363
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.88B
$6.31K ﹤0.01%
279
-116
BLOK icon
364
Amplify Blockchain Technology ETF
BLOK
$1.15B
$5.93K ﹤0.01%
119
-4
NU icon
365
Nu Holdings
NU
$66B
$5.89K ﹤0.01%
+410
MFC icon
366
Manulife Financial
MFC
$69.1B
$5.82K ﹤0.01%
+169
KT icon
367
KT
KT
$8.94B
$5.79K ﹤0.01%
+270
ON icon
368
ON Semiconductor
ON
$38.1B
$5.7K ﹤0.01%
92
+22
KOF icon
369
Coca-Cola Femsa
KOF
$21.7B
$5.66K ﹤0.01%
58
XLG icon
370
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
$5.62K ﹤0.01%
+103
BAP icon
371
Credicorp
BAP
$31.1B
$5.43K ﹤0.01%
+16
GEHC icon
372
GE HealthCare
GEHC
$29.4B
$5.34K ﹤0.01%
75
+21
MFG icon
373
Mizuho Financial
MFG
$126B
$5.31K ﹤0.01%
669
-388
LHX icon
374
L3Harris
LHX
$54B
$5.18K ﹤0.01%
15
-4
NTR icon
375
Nutrien
NTR
$31B
$5.17K ﹤0.01%
68
13 14
15
16 17