AA
Argent Advisors Portfolio holdings
AUM
$324M
1-Year Est. Return
14.31%
1 Year Est. Return
+14.31%
AUM
$299M
AUM Growth
+$29M
(+11%)
Holding
153
Top Buys
| 1 | +$9.31M | |
| 2 | +$3.41M | |
| 3 | +$3.18M | |
| 4 |
NVIDIA
NVDA
|
+$2.34M |
| 5 |
Amazon
AMZN
|
+$1.96M |
Top Sells
| 1 | +$2.31M | |
| 2 | +$1.92M | |
| 3 | +$1.77M | |
| 4 |
Qualcomm
QCOM
|
+$1.61M |
| 5 |
Bank of America
BAC
|
+$1.41M |
Sector Composition
| 1 | Financials | 10.98% |
| 2 | Technology | 9.43% |
| 3 | Healthcare | 7.38% |
| 4 | Energy | 6.12% |
| 5 | Industrials | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
JPMorgan Income ETF
JPIE
$5.16B
| – | – |
-4,726
|
|
||
152
Vanguard Total Stock Market ETF
VTI
$543B
| – | – |
-706
|
|