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
$136M
AUM Growth
+$15.1M
(+12%)
Holding
134
Top Buys
| 1 | +$4.12M | |
| 2 | +$1.87M | |
| 3 | +$461K | |
| 4 |
Palo Alto Networks
PANW
|
+$298K |
| 5 |
Invesco Large Cap Value ETF
PWV
|
+$249K |
Top Sells
| 1 | +$494K | |
| 2 | +$463K | |
| 3 | +$421K | |
| 4 |
NVIDIA
NVDA
|
+$342K |
| 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
Adobe
ADBE
$97.5B
| – | – |
-547
|
|
||
127
Automatic Data Processing
ADP
$82.7B
| – | – |
-661
|
|
||
128
Cigna
CI
$68B
| – | – |
-650
|
|
||
|
129
Comcast
CMCSA
$104B
| – | – |
-7,381
|
|
||
130
Walt Disney
DIS
$167B
| – | – |
-1,616
|
|
||
|
FISV
131
Fiserv Inc
FISV
$29.2B
| – | – |
-1,442
|
|
||
132
American Century Multisector Income ETF
MUSI
$207M
| – | – |
-5,000
|
|
||
133
ServiceNow
NOW
$110B
| – | – |
-1,170
|
|
||
134
Progressive
PGR
$118B
| – | – |
-884
|
|