AWA
Archvest Wealth Advisors Portfolio holdings
AUM
$115M
This Quarter Return
+3.6%
1 Year Return
+12.39%
3 Year Return
+31.38%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.02%
Holding
44
New
44
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Financials | 1.12% |
| 3 | Consumer Discretionary | 0.72% |
| 4 | Communication Services | 0.68% |
