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AWA
American Wealth Advisors Portfolio holdings
AUM
$96M
This Fund
S&P 500
This Quarter
Est. Return
+1.63%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$733K
(+0.73%)
Cap. Flow
-$834K
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
76.48%
Holding
134
New
–
Increased
63
Reduced
17
Closed
–
Top Buys
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$116K |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
+$69.1K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$61.2K |
| 4 |
iShares Select Dividend ETF
DVY
|
+$28K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$21.6K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$664K |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$223K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$153K |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$46.4K |
| 5 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$35.8K |
Sector Composition
| 1 | Technology | 1.41% |
| 2 | Consumer Discretionary | 1.08% |
| 3 | Financials | 0.7% |
| 4 | Energy | 0.65% |
| 5 | Healthcare | 0.43% |
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