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
$138M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$8.25M
2 +$4.83M
3 +$3.09M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.12M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$957K

Sector Composition

1 Technology 7.7%
2 Communication Services 2%
3 Consumer Discretionary 2%
4 Healthcare 1.48%
5 Financials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,605