AWA
Archvest Wealth Advisors Portfolio holdings
AUM
$115M
This Quarter Return
+4.93%
1 Year Return
+12.39%
3 Year Return
+31.38%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+3.6%)
Cap. Flow
-$18.6M
Cap. Flow
% of AUM
-18.37%
Top 10 Holdings %
Top 10 Hldgs %
73.98%
Holding
44
New
2
Increased
18
Reduced
18
Closed
4
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.25M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$3.47M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.29M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$1.29M |
| 5 |
iShares Core Conservative Allocation ETF
AOK
|
$533K |
Top Sells
Sector Composition
| 1 | Technology | 4.04% |
| 2 | Consumer Discretionary | 0.86% |
| 3 | Communication Services | 0.62% |
| 4 | Financials | 0.56% |
| 5 | Energy | 0.56% |
