AWA
Archvest Wealth Advisors Portfolio holdings
AUM
$115M
This Quarter Return
+1.54%
1 Year Return
+12.39%
3 Year Return
+31.38%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+6.6%)
Cap. Flow
+$7.74M
Cap. Flow
% of AUM
5.13%
Top 10 Holdings %
Top 10 Hldgs %
67.72%
Holding
65
New
7
Increased
34
Reduced
16
Closed
4
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$3.26M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$2.56M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.14M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.91M |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$1.06M |
Top Sells
Sector Composition
| 1 | Technology | 5.76% |
| 2 | Communication Services | 1.57% |
| 3 | Healthcare | 1.27% |
| 4 | Consumer Discretionary | 1.27% |
| 5 | Financials | 0.4% |
