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
$1.14T
AUM Growth
+$1.14T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1 +$27.7B
2 +$19.2B
3 +$16.4B
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$13.1B
5
PUK icon
Prudential
PUK
+$9.47B

Sector Composition

1 Healthcare 11%
2 Financials 8.42%
3 Technology 6.93%
4 Consumer Discretionary 4.51%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-1,100
727
-15,906
728
-5,235