AWA
AGH Wealth Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
25.11%
1 Year Est. Return
+25.11%
AUM
$136M
AUM Growth
+$15.1M
(+12%)
Holding
134
Top Buys
| 1 | +$4.28M | |
| 2 | +$1.88M | |
| 3 | +$474K | |
| 4 |
Palo Alto Networks
PANW
|
+$317K |
| 5 |
Invesco Large Cap Value ETF
PWV
|
+$257K |
Top Sells
| 1 | +$557K | |
| 2 | +$470K | |
| 3 | +$421K | |
| 4 |
NVIDIA
NVDA
|
+$366K |
| 5 |
Comcast
CMCSA
|
+$263K |
Sector Composition
| 1 | Technology | 19.79% |
| 2 | Financials | 8.14% |
| 3 | Communication Services | 7.07% |
| 4 | Consumer Discretionary | 4.91% |
| 5 | Healthcare | 4.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$396B
| $1.02M | 0.75% |
19,720
+2,387
|
|
||
27
Tesla
TSLA
$1.51T
| $1M | 0.74% |
2,256
-344
|
|
||
28
Evergy
EVRG
$17B
| $966K | 0.71% |
12,711
+689
|
|
||
29
iShares Russell 3000 ETF
IWV
$18.3B
| $912K | 0.67% |
2,406
-88
|
|
||
30
Johnson & Johnson
JNJ
$488B
| $906K | 0.66% |
4,887
+326
|
|
||
31
Palantir
PLTR
$424B
| $806K | 0.59% |
4,420
+399
|
|
||
32
RTX Corp
RTX
$230B
| $786K | 0.58% |
4,695
+113
|
|
||
33
Oracle
ORCL
$611B
| $780K | 0.57% |
2,773
+674
|
|
||
34
General Dynamics
GD
$92.3B
| $768K | 0.56% |
2,253
+33
|
|
||
35
AbbVie
ABBV
$404B
| $759K | 0.56% |
3,277
+11
|
|
||
|
36
Palo Alto Networks
PANW
$136B
| $691K | 0.51% |
3,396
+1,559
|
|
||
37
Eli Lilly
LLY
$908B
| $688K | 0.5% |
902
-223
|
|
||
38
Coca-Cola
KO
$303B
| $683K | 0.5% |
10,300
+844
|
|
||
39
iShares Russell 1000 Growth ETF
IWF
$126B
| $679K | 0.5% |
1,450
|
|
||
40
GE Aerospace
GE
$308B
| $652K | 0.48% |
2,168
+74
|
|
||
41
Walmart
WMT
$916B
| $651K | 0.48% |
6,321
+19
|
|
||
42
Salesforce
CRM
$236B
| $624K | 0.46% |
2,634
-402
|
|
||
43
JPMorgan Ultra-Short Income ETF
JPST
$35B
| $609K | 0.45% |
12,000
|
|
||
44
Home Depot
HD
$350B
| $588K | 0.43% |
1,451
+9
|
|
||
45
Williams Companies
WMB
$77.7B
| $581K | 0.43% |
9,164
+809
|
|
||
46
Eaton
ETN
$132B
| $579K | 0.42% |
1,548
-25
|
|
||
47
Boeing
BA
$153B
| $553K | 0.41% |
2,564
-80
|
|
||
48
UnitedHealth
UNH
$302B
| $551K | 0.4% |
1,597
-64
|
|
||
49
AT&T
T
$180B
| $551K | 0.4% |
19,520
+707
|
|
||
50
CME Group
CME
$98.5B
| $549K | 0.4% |
2,033
+469
|
|