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
$1.23B
AUM Growth
-$1.14T
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1 +$9.17M
2 +$7.73M
3 +$7.03M
4
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$6.94M
5
SH icon
ProShares Short S&P500
SH
+$6.19M

Top Sells

1 +$5.25B
2 +$4.71B
3 +$3.74B
4
NE icon
Noble Corp
NE
+$3.56B
5
MQ icon
Marqeta
MQ
+$3.49B

Sector Composition

1 Healthcare 10%
2 Financials 8.44%
3 Technology 7.66%
4 Consumer Discretionary 4.62%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-24,829
727
-21,023
728
-2,000
729
-4,126
730
-1,378
731
-1,796