AWA
AGH Wealth Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
25.11%
1 Year Est. Return
+25.11%
AUM
$121M
AUM Growth
+$17.7M
(+17%)
Holding
134
Top Buys
| 1 | +$4.57M | |
| 2 | +$961K | |
| 3 | +$300K | |
| 4 |
American Tower
AMT
|
+$289K |
| 5 |
Intel
INTC
|
+$281K |
Top Sells
| 1 | +$868K | |
| 2 | +$222K | |
| 3 | +$220K | |
| 4 |
US Bancorp
USB
|
+$212K |
| 5 |
Becton Dickinson
BDX
|
+$210K |
Sector Composition
| 1 | Technology | 21.11% |
| 2 | Financials | 8.67% |
| 3 | Communication Services | 7.67% |
| 4 | Consumer Discretionary | 5.09% |
| 5 | Healthcare | 5.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Walt Disney
DIS
$199B
| $200K | 0.17% |
+1,616
|
|
||
127
Viatris
VTRS
$11.7B
| $113K | 0.09% |
12,620
+1,746
|
|
||
128
Zoetis
ZTS
$53B
| – | – |
-1,268
|
|
||
129
Prospect Capital
PSEC
$1.27B
| – | – |
-10,000
|
|
||
130
Prudential Financial
PRU
$37.2B
| – | – |
-1,966
|
|
||
131
Pfizer
PFE
$139B
| – | – |
-8,756
|
|
||
132
Northrop Grumman
NOC
$81.2B
| – | – |
-406
|
|
||
133
Ford
F
$52.6B
| – | – |
-15,014
|
|
||
|
134
Becton Dickinson
BDX
$51B
| – | – |
-917
|
|