AWA

Alaska Wealth Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 9.93%
This Quarter Est. Return
1 Year Est. Return
+9.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$829M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$20.8M
3
+$8.33M
4
NFRA icon
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
+$7.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.67M

Top Sells

1
+$62.3M
2
+$26.5M
3
+$22.3M
4
JPHF
JPMorgan Diversified Alternatives ETF
JPHF
+$21.5M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$12.2M

Sector Composition

1 Consumer Discretionary 0%
2 Consumer Staples 0%
3 Energy 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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