AWA
AGH Wealth Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
25.11%
1 Year Est. Return
+25.11%
AUM
$136M
AUM Growth
+$15.1M
(+12%)
Holding
134
Top Buys
| 1 | +$4.28M | |
| 2 | +$1.88M | |
| 3 | +$474K | |
| 4 |
Palo Alto Networks
PANW
|
+$317K |
| 5 |
Invesco Large Cap Value ETF
PWV
|
+$257K |
Top Sells
| 1 | +$557K | |
| 2 | +$470K | |
| 3 | +$421K | |
| 4 |
NVIDIA
NVDA
|
+$366K |
| 5 |
Comcast
CMCSA
|
+$263K |
Sector Composition
| 1 | Technology | 19.79% |
| 2 | Financials | 8.14% |
| 3 | Communication Services | 7.07% |
| 4 | Consumer Discretionary | 4.91% |
| 5 | Healthcare | 4.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Accenture
ACN
$167B
| – | – |
-1,408
|
|
||
127
Adobe
ADBE
$138B
| – | – |
-547
|
|
||
128
Automatic Data Processing
ADP
$105B
| – | – |
-661
|
|
||
129
Cigna
CI
$71.7B
| – | – |
-650
|
|
||
|
130
Comcast
CMCSA
$98.9B
| – | – |
-7,381
|
|
||
131
Walt Disney
DIS
$188B
| – | – |
-1,616
|
|
||
|
FISV
132
Fiserv Inc
FISV
$35.5B
| – | – |
-1,442
|
|
||
133
American Century Multisector Income ETF
MUSI
$175M
| – | – |
-5,000
|
|
||
134
ServiceNow
NOW
$174B
| – | – |
-234
|
|