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
101
$230K 0.21%
+793
102
$227K 0.21%
+822
103
$227K 0.21%
+2,483
104
$221K 0.21%
+348
105
$220K 0.2%
+1,349
106
$214K 0.2%
+845
107
$214K 0.2%
+374
108
$207K 0.19%
+1,648
109
$206K 0.19%
+859
110
$204K 0.19%
+192
111
$201K 0.19%
+625
112
$150K 0.14%
+15,106
113
$43.1K 0.04%
+10,000
1 2 3 4
5