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
$643M
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$4.03M
3
+$3.94M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.63M
5
BND icon
Vanguard Total Bond Market
BND
+$1.85M

Top Sells

1
+$5.86M
2
+$5.37M
3
+$5.01M
4
K icon
Kellanova
K
+$4.29M
5
AAPL icon
Apple
AAPL
+$1.05M

Sector Composition

1 Technology 0.57%
2 Financials 0.42%
3 Consumer Discretionary 0.26%
4 Consumer Staples 0.18%
5 Energy 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
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