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
$627M
AUM Growth
-$6.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$9.03M
2 +$7.09M
3 +$2.01M
4
CCOR icon
Core Alternative Capital
CCOR
+$522K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$495K

Sector Composition

1 Consumer Staples 0.72%
2 Technology 0.58%
3 Financials 0.29%
4 Consumer Discretionary 0.22%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-500