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 | +$4.28M | |
| 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
ServiceNow
NOW
$105B
| – | – |
-1,170
|
|
||
127
American Century Multisector Income ETF
MUSI
$193M
| – | – |
-5,000
|
|
||
|
FISV
128
DELISTED
Fiserv Inc
FISV
| – | – |
-1,442
|
|
||
129
Walt Disney
DIS
$193B
| – | – |
-1,616
|
|
||
|
130
Comcast
CMCSA
$113B
| – | – |
-7,381
|
|
||
131
Cigna
CI
$76.9B
| – | – |
-650
|
|
||
132
Automatic Data Processing
ADP
$93.2B
| – | – |
-661
|
|
||
133
Adobe
ADBE
$110B
| – | – |
-547
|
|
||
134
Accenture
ACN
$148B
| – | – |
-1,408
|
|