AO
Advisor OS Portfolio holdings
AUM
$1.02B
This Quarter Return
-4.07%
1 Year Return
+14.48%
3 Year Return
+50.68%
5 Year Return
+88.42%
10 Year Return
–
AUM
$332M
AUM Growth
+$332M
(-3.2%)
Cap. Flow
+$5.87M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
40.61%
Holding
213
New
13
Increased
82
Reduced
84
Closed
14
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.37M |
| 2 |
Vanguard Growth ETF
VUG
|
$2.85M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$2.84M |
| 4 |
VanEck IG Floating Rate ETF
FLTR
|
$2.75M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.73M |
Top Sells
Sector Composition
| 1 | Industrials | 9.49% |
| 2 | Technology | 7.36% |
| 3 | Healthcare | 6.61% |
| 4 | Consumer Staples | 3.39% |
| 5 | Financials | 3.05% |
