AWA

Arete Wealth Advisors Portfolio holdings

AUM $1.64B
1-Year Est. Return 22.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.57M
3
+$3.22M
4
PYPL icon
PayPal
PYPL
+$3.08M
5
PM icon
Philip Morris
PM
+$3.06M

Top Sells

1
+$4.03M
2
+$3.95M
3
+$3.77M
4
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
+$3.4M
5
F icon
Ford
F
+$3.06M

Sector Composition

1 Financials 26.89%
2 Healthcare 10.56%
3 Technology 9.89%
4 Materials 4.1%
5 Real Estate 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
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