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
76
$24K 0.02%
+85
77
$22.6K 0.02%
+56
78
$22.1K 0.02%
+60
79
$20.4K 0.02%
+366
80
$20.4K 0.02%
+69
81
$18.8K 0.02%
+133
82
$18.7K 0.02%
+100
83
$17.8K 0.02%
+503
84
$17.8K 0.02%
+90
85
$15.4K 0.02%
+350
86
$13.3K 0.01%
+471
87
$12.8K 0.01%
+68
88
$12.5K 0.01%
+33
89
$12.4K 0.01%
+73
90
$11.6K 0.01%
+154
91
$11.3K 0.01%
+93
92
$11K 0.01%
+45
93
$10.6K 0.01%
+132
94
$9.94K 0.01%
+111
95
$9.71K 0.01%
+182
96
$8.68K 0.01%
+740
97
$8.38K 0.01%
+35
98
$8.35K 0.01%
+186
99
$7.67K 0.01%
+244
100
$7.65K 0.01%
+113
2 3
4
5 6