AO
Advisor OS Portfolio holdings
AUM
$1.02B
This Quarter Return
-8.93%
1 Year Return
+14.48%
3 Year Return
+50.68%
5 Year Return
+88.42%
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
(-0.75%)
Cap. Flow
+$33.5M
Cap. Flow
% of AUM
9.78%
Top 10 Holdings %
Top 10 Hldgs %
39.22%
Holding
215
New
18
Increased
100
Reduced
66
Closed
15
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$19.1M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.36M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$3.91M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$2.69M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.13M |
Top Sells
Sector Composition
| 1 | Industrials | 9.61% |
| 2 | Technology | 8.44% |
| 3 | Healthcare | 7.49% |
| 4 | Consumer Staples | 3.43% |
| 5 | Financials | 3.3% |
