AWA

American Wealth Advisors Portfolio holdings

AUM $96M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$14.7M
3
+$11.3M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.44M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.34%
2 Consumer Discretionary 1.03%
3 Financials 0.7%
4 Energy 0.62%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$475K 0.47%
+5,848
27
$468K 0.46%
+1,837
28
$463K 0.46%
+4,964
29
$456K 0.45%
+760
30
$432K 0.43%
+6,320
31
$428K 0.42%
+3,061
32
$427K 0.42%
+6,929
33
$422K 0.42%
+840
34
$376K 0.37%
+3,926
35
$334K 0.33%
+1,520
36
$321K 0.32%
+1,649
37
$311K 0.31%
+3,670
38
$275K 0.27%
+2,318
39
$271K 0.27%
+524
40
$262K 0.26%
+2,358
41
$234K 0.23%
+318
42
$203K 0.2%
+2,129
43
$201K 0.2%
+1,083
44
$161K 0.16%
+5,098
45
$156K 0.15%
+1,130
46
$142K 0.14%
+400
47
$135K 0.13%
+437
48
$130K 0.13%
+791
49
$127K 0.13%
+2,483
50
$113K 0.11%
+2,192
1
2
3 4 5