AWA

AGH Wealth Advisors Portfolio holdings

AUM $121M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$7.18M
3
+$6.18M
4
MSFT icon
Microsoft
MSFT
+$4.98M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.75%
2 Financials 9.2%
3 Communication Services 7.24%
4 Consumer Discretionary 5.61%
5 Healthcare 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330K 0.31%
+1,811
77
$328K 0.3%
+3,302
78
$320K 0.3%
+339
79
$317K 0.29%
+2,782
80
$315K 0.29%
+8,389
81
$311K 0.29%
+7,200
82
$309K 0.29%
+543
83
$309K 0.29%
+3,522
84
$308K 0.29%
+1,394
85
$297K 0.27%
+1,502
86
$292K 0.27%
+3,563
87
$291K 0.27%
+1,419
88
$288K 0.27%
+1,240
89
$283K 0.26%
+2,503
90
$270K 0.25%
+1,757
91
$267K 0.25%
+922
92
$256K 0.24%
+2,028
93
$254K 0.24%
+4,204
94
$251K 0.23%
+542
95
$246K 0.23%
+2,883
96
$238K 0.22%
+2,008
97
$238K 0.22%
+8,960
98
$234K 0.22%
+1,036
99
$234K 0.22%
+1,933
100
$233K 0.22%
+1,849
1 2 3
4
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