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
$155M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.39M
3
+$3.13M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.84M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.67M

Top Sells

1
+$1.93M
2
+$1.93M
3
+$1.81M
4
JBHT icon
JB Hunt Transport Services
JBHT
+$1.43M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$1.39M

Sector Composition

1 Financials 33.15%
2 Technology 8.62%
3 Real Estate 5.16%
4 Consumer Discretionary 3.2%
5 Healthcare 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K 0.01%
11,000
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