AWM
Argent Wealth Management Portfolio holdings
AUM
$602M
1 Year Est. Return
–
AUM
$602M
AUM Growth
+$110M
(+22%)
Holding
181
Top Buys
| 1 | +$8.92M | |
| 2 | +$5.68M | |
| 3 | +$3.96M | |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$2.66M |
| 5 |
Sysco
SYY
|
+$2.07M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$12.9M | |
| 3 | +$2.82M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.65M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
+$1.57M |
Sector Composition
| 1 | Technology | 17.75% |
| 2 | Financials | 3.25% |
| 3 | Healthcare | 3.22% |
| 4 | Consumer Staples | 1.81% |
| 5 | Industrials | 1.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| – | – |
-20,188
|
|
||
177
Direxion Daily S&P 500 Bear 3x Shares
SPXS
$4.15B
| – | – |
-1,012
|
|
||
178
ProShares UltraPro Short S&P 500
SPXU
$529M
| – | – |
-400
|
|
||
179
TotalEnergies
TTE
$132B
| – | – |
-20,021
|
|
||
180
Wells Fargo
WFC
$271B
| – | – |
-47,324
|
|
||
181
Technology Select Sector SPDR Fund
XLK
$97.2B
| – | – |
-3,496
|
|