AWA
AGH Wealth Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
26.15%
This Fund
S&P 500
1 Year Est. Return
+26.15%
AUM
$136M
AUM Growth
+$2.78M
(+2.1%)
Holding
130
Top Buys
| 1 | +$2.59M | |
| 2 | +$2.17M | |
| 3 | +$1.51M | |
| 4 |
iShares Silver Trust
SLV
|
+$1.2M |
| 5 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$1.15M |
Top Sells
| 1 | +$2.59M | |
| 2 | +$1.64M | |
| 3 | +$1.59M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.42M |
| 5 |
ServiceNow
NOW
|
+$290K |
Sector Composition
| 1 | Technology | 18.94% |
| 2 | Communication Services | 6.91% |
| 3 | Financials | 6.49% |
| 4 | Healthcare | 4.74% |
| 5 | Consumer Discretionary | 4.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
IBM
IBM
$284B
| – | – |
-756
|
|
||
127
Monster Beverage
MNST
$87.1B
| – | – |
-2,724
|
|
||
|
128
ServiceNow
NOW
$123B
| – | – |
-1,895
|
|
||
129
Progressive
PGR
$113B
| – | – |
-921
|
|
||
130
Wells Fargo
WFC
$250B
| – | – |
-2,666
|
|