AWA
AGH Wealth Advisors Portfolio holdings
AUM
$133M
1-Year Est. Return
25.89%
This Fund
S&P 500
1 Year Est. Return
+25.89%
AUM
$133M
AUM Growth
-$3.32M
(-2.4%)
Holding
128
Top Buys
| 1 | +$325K | |
| 2 | +$218K | |
| 3 | +$208K | |
| 4 |
Airbnb
ABNB
|
+$202K |
| 5 |
Palo Alto Networks
PANW
|
+$155K |
Top Sells
| 1 | +$440K | |
| 2 | +$302K | |
| 3 | +$293K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$270K |
| 5 |
Natixis Gateway Quality Income ETF
GQI
|
+$263K |
Sector Composition
| 1 | Technology | 20.31% |
| 2 | Financials | 7.37% |
| 3 | Communication Services | 6.86% |
| 4 | Healthcare | 4.77% |
| 5 | Consumer Discretionary | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Southern Company
SO
$109B
| – | – |
-2,351
|
|
||
127
Sempra
SRE
$60.5B
| – | – |
-3,352
|
|
||
128
Union Pacific
UNP
$151B
| – | – |
-974
|
|