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AWA
Archvest Wealth Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
17.53%
This Fund
S&P 500
1 Year Est. Return
+17.53%
AUM
$155M
AUM Growth
-$1.72M
(-1.1%)
Holding
78
Top Buys
| 1 | +$623K | |
| 2 | +$580K | |
| 3 | +$538K | |
| 4 |
Broadcom
AVGO
|
+$519K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$495K |
Top Sells
| 1 | +$885K | |
| 2 | +$661K | |
| 3 | +$642K | |
| 4 |
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
|
+$586K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$515K |
Sector Composition
| 1 | Technology | 7.34% |
| 2 | Communication Services | 2.09% |
| 3 | Financials | 1.5% |
| 4 | Healthcare | 1.1% |
| 5 | Industrials | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Amgen
AMGN
$186B
| – | – |
-661
|
|
||
77
Salesforce
CRM
$144B
| – | – |
-842
|
|
||
78
Exxon Mobil
XOM
$617B
| – | – |
-1,700
|
|