AWA

Arete Wealth Advisors Portfolio holdings

AUM $1.6B
1-Year Est. Return 25.1%
This Quarter Est. Return
1 Year Est. Return
+25.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$12.3M
3
+$10.8M
4
LLY icon
Eli Lilly
LLY
+$6.65M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$6.14M

Top Sells

1
+$69.9M
2
+$11.3M
3
+$7.97M
4
JPM icon
JPMorgan Chase
JPM
+$6.62M
5
META icon
Meta Platforms (Facebook)
META
+$6.59M

Sector Composition

1 Financials 7.93%
2 Technology 7.81%
3 Healthcare 5.81%
4 Communication Services 3.91%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
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