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
51
$108K 0.11%
+3,219
52
$105K 0.1%
+945
53
$99.9K 0.1%
+150
54
$93.8K 0.09%
+211
55
$85K 0.08%
+1,013
56
$78.7K 0.08%
+739
57
$75.3K 0.07%
+490
58
$72.9K 0.07%
+727
59
$72.7K 0.07%
+833
60
$67.1K 0.07%
+1,632
61
$66.6K 0.07%
+429
62
$57.5K 0.06%
+3,353
63
$54.9K 0.05%
+90
64
$51.9K 0.05%
+770
65
$50.8K 0.05%
+1,198
66
$49K 0.05%
+668
67
$48.8K 0.05%
+301
68
$47K 0.05%
+471
69
$43.1K 0.04%
+296
70
$40.6K 0.04%
+253
71
$40.1K 0.04%
+142
72
$39.3K 0.04%
+762
73
$35.9K 0.04%
+1,152
74
$35K 0.03%
+187
75
$24.2K 0.02%
+404
1 2
3
4 5