AWA

Alaska Wealth Advisors Portfolio holdings

AUM $785M
1-Year Est. Return 11.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.84%
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
+$5.59M
2
+$4.06M
3
+$3.99M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.73M
5
BND icon
Vanguard Total Bond Market
BND
+$1.88M

Top Sells

1
+$6.46M
2
+$5.43M
3
+$5.26M
4
K
Kellanova
K
+$4.29M
5
AAPL icon
Apple
AAPL
+$990K

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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