AWA
Arete Wealth Advisors Portfolio holdings
AUM
$1.41B
This Quarter Return
+7.87%
1 Year Return
+21.07%
3 Year Return
+57.28%
5 Year Return
+93.44%
10 Year Return
+188.14%
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.34%
Holding
98
New
98
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Bank of America
BAC
|
$11.8M |
| 2 |
MBIA
MBI
|
$8.78M |
| 3 |
American International
AIG
|
$7.71M |
| 4 |
Apple
AAPL
|
$4.47M |
| 5 |
SD
SANDRIDGE ENERGY, INC.
SD
|
$3.56M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 33.81% |
| 2 | Energy | 10.02% |
| 3 | Technology | 9.25% |
| 4 | Real Estate | 2.96% |
| 5 | Industrials | 2.25% |
