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
126
$451 ﹤0.01%
+135
127
$450 ﹤0.01%
+5
128
$387 ﹤0.01%
+14
129
$381 ﹤0.01%
+50
130
$363 ﹤0.01%
+7
131
$340 ﹤0.01%
+4
132
$217 ﹤0.01%
+4
133
$109 ﹤0.01%
+11
134
– –
0
2 3 4 5
6