AWA

Arete Wealth Advisors Portfolio holdings

AUM $1.41B
1-Year Est. Return 21.07%
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$782M
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Sells

1 +$10.8M
2 +$5.59M
3 +$4.45M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.25M
5
WPG
Washington Prime Group Inc.
WPG
+$3.95M

Sector Composition

1 Financials 5.95%
2 Technology 5.56%
3 Consumer Discretionary 3.11%
4 Healthcare 2.55%
5 Communication Services 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-6,738
452
-10,171
453
-11,897
454
-1,386
455
-34,320
456
-68,561
457
-8,087