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
101
$7.1K 0.01%
+102
102
$6.75K 0.01%
+59
103
$5.66K 0.01%
+32
104
$5.64K 0.01%
+21
105
$4.21K ﹤0.01%
+86
106
$4.06K ﹤0.01%
+29
107
$3.8K ﹤0.01%
+900
108
$3.77K ﹤0.01%
+424
109
$3.71K ﹤0.01%
+68
110
$3.29K ﹤0.01%
+183
111
$3.11K ﹤0.01%
+29
112
$3K ﹤0.01%
+10
113
$2.92K ﹤0.01%
+21
114
$2.85K ﹤0.01%
+68
115
$2.8K ﹤0.01%
+13
116
$2.46K ﹤0.01%
+100
117
$2.46K ﹤0.01%
+96
118
$2.12K ﹤0.01%
+70
119
$2K ﹤0.01%
+30
120
$1.96K ﹤0.01%
+10
121
$1.47K ﹤0.01%
+75
122
$1.26K ﹤0.01%
+9
123
$1.23K ﹤0.01%
+28
124
$700 ﹤0.01%
+13
125
$599 ﹤0.01%
+6
2 3 4
5
6