AWA
AGH Wealth Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
25.11%
1 Year Est. Return
+25.11%
AUM
$121M
AUM Growth
+$17.7M
(+17%)
Holding
134
Top Buys
| 1 | +$4.57M | |
| 2 | +$961K | |
| 3 | +$300K | |
| 4 |
American Tower
AMT
|
+$289K |
| 5 |
Intel
INTC
|
+$281K |
Top Sells
| 1 | +$868K | |
| 2 | +$222K | |
| 3 | +$220K | |
| 4 |
US Bancorp
USB
|
+$212K |
| 5 |
Becton Dickinson
BDX
|
+$210K |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 8.67% |
| 3 | Communication Services | 7.67% |
| 4 | Consumer Discretionary | 5.09% |
| 5 | Healthcare | 5.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 3000 ETF
IWV
$17.2B
| $875K | 0.72% |
2,494
|
|
||
27
Evergy
EVRG
$17.4B
| $829K | 0.68% |
12,022
+2,122
|
|
||
28
Salesforce
CRM
$228B
| $828K | 0.68% |
3,036
-27
|
|
||
29
Tesla
TSLA
$1.43T
| $826K | 0.68% |
2,600
+231
|
|
||
30
Bank of America
BAC
$388B
| $820K | 0.68% |
17,333
+4,251
|
|
||
31
Johnson & Johnson
JNJ
$450B
| $697K | 0.57% |
4,561
-92
|
|
||
32
RTX Corp
RTX
$237B
| $669K | 0.55% |
4,582
-257
|
|
||
33
Coca-Cola
KO
$303B
| $669K | 0.55% |
9,456
+25
|
|
||
34
General Dynamics
GD
$93.6B
| $648K | 0.53% |
2,220
+8
|
|
||
35
Walmart
WMT
$818B
| $616K | 0.51% |
6,302
+25
|
|
||
36
iShares Russell 1000 Growth ETF
IWF
$123B
| $616K | 0.51% |
1,450
|
|
||
37
JPMorgan Ultra-Short Income ETF
JPST
$34B
| $608K | 0.5% |
12,000
|
|
||
38
AbbVie
ABBV
$387B
| $606K | 0.5% |
3,266
+350
|
|
||
39
Eaton
ETN
$145B
| $562K | 0.46% |
1,573
+56
|
|
||
40
Boeing
BA
$148B
| $554K | 0.46% |
2,644
+279
|
|
||
41
Palantir
PLTR
$424B
| $548K | 0.45% |
4,021
+723
|
|
||
42
AT&T
T
$176B
| $544K | 0.45% |
18,813
+199
|
|
||
43
GE Aerospace
GE
$324B
| $539K | 0.44% |
2,094
-54
|
|
||
44
Home Depot
HD
$369B
| $529K | 0.44% |
1,442
+21
|
|
||
45
Invesco QQQ Trust
QQQ
$387B
| $528K | 0.44% |
957
|
|
||
46
Williams Companies
WMB
$72.8B
| $525K | 0.43% |
8,355
-668
|
|
||
47
UnitedHealth
UNH
$294B
| $518K | 0.43% |
1,661
-524
|
|
||
48
Philip Morris
PM
$239B
| $513K | 0.42% |
2,816
-223
|
|
||
49
Procter & Gamble
PG
$343B
| $504K | 0.42% |
3,164
+288
|
|
||
50
ConocoPhillips
COP
$107B
| $496K | 0.41% |
5,528
-37
|
|