AWA

Archvest Wealth Advisors Portfolio holdings

AUM $115M
1-Year Est. Return 12.39%
This Quarter Est. Return
1 Year Est. Return
+12.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.76%
2 Communication Services 1.57%
3 Healthcare 1.27%
4 Consumer Discretionary 1.27%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$307K 0.2%
+613
52
$274K 0.18%
1,805
-200
53
$273K 0.18%
+726
54
$255K 0.17%
5,952
-4,528
55
$239K 0.16%
10,304
-23,313
56
$232K 0.15%
1,422
-215
57
$222K 0.15%
4,450
58
$214K 0.14%
836
59
$213K 0.14%
1,338
-257
60
$210K 0.14%
+1,823
61
$10.5K 0.01%
+572
62
-1,796
63
-4,270
64
-1,650
65
-2,657