AWA
American Wealth Advisors Portfolio holdings
AUM
$102M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$102M
AUM Growth
+$733K
(+0.73%)
Holding
134
Top Buys
| 1 | +$116K | |
| 2 | +$69.1K | |
| 3 | +$61.2K | |
| 4 |
iShares Select Dividend ETF
DVY
|
+$28K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$21.6K |
Top Sells
| 1 | +$664K | |
| 2 | +$223K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vince Holding Corp
VNCE
$41.4M
| $551 | ﹤0.01% |
135
|
|
||
127
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.9B
| $455 | ﹤0.01% |
5
|
|
||
|
SOBO
128
South Bow Corp
SOBO
$6.71B
| $382 | ﹤0.01% |
14
|
|
||
129
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.82B
| $367 | ﹤0.01% |
8
+1
|
|
||
130
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.9B
| $345 | ﹤0.01% |
4
|
|
||
131
NIO
NIO
$12.3B
| $255 | ﹤0.01% |
50
|
|
||
132
iShares Core 10+ Year USD Bond ETF
ILTB
$635M
| $217 | ﹤0.01% |
4
|
|
||
133
Viatris
VTRS
$17.2B
| $138 | ﹤0.01% |
11
|
|
||
134
Icahn Enterprises
IEP
$4.84B
| – | – |
0
|
|