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
$564M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 0.46%
2 Technology 0.4%
3 Energy 0.19%
4 Financials 0.14%
5 Consumer Staples 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200K 0.04%
4,048
52
-75,632
53
-33,760