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
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.9M 16.33%
+165,299
2
$14.1M 12.18%
+147,841
3
$11M 9.49%
+213,103
4
$10.5M 9.11%
+171,666
5
$7.21M 6.25%
+257,311
6
$7.07M 6.13%
+128,200
7
$4.6M 3.98%
+56,887
8
$4.52M 3.92%
+27,226
9
$4.43M 3.84%
+24,949
10
$4.4M 3.81%
+88,878
11
$4.03M 3.49%
+78,990
12
$3.36M 2.91%
+84,023
13
$2.26M 1.96%
+31,018
14
$1.86M 1.61%
+7,702
15
$1.8M 1.56%
+31,740
16
$1.69M 1.46%
+3,535
17
$1.31M 1.14%
+11,318
18
$1.22M 1.06%
+3,068
19
$896K 0.78%
+8,342
20
$844K 0.73%
+8,312
21
$656K 0.57%
+1,952
22
$654K 0.57%
+2,188
23
$643K 0.56%
+3,701
24
$571K 0.49%
+1,309
25
$554K 0.48%
+12,181