AWM
Argent Wealth Management Portfolio holdings
AUM
$602M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$602M
AUM Growth
+$110M
(+22%)
Holding
181
Top Buys
| 1 | +$8.84M | |
| 2 | +$5.59M | |
| 3 | +$3.54M | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$2.4M |
| 5 |
Sysco
SYY
|
+$1.86M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$8.27M | |
| 3 | +$2.75M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.45M |
| 5 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
+$1.41M |
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
ProShares UltraPro Short S&P 500
SPXU
$509M
| – | – |
-100
|
|
||
177
TotalEnergies
TTE
$195B
| – | – |
-20,021
|
|
||
178
Wells Fargo
WFC
$251B
| – | – |
-47,324
|
|
||
179
State Street Technology Select Sector SPDR ETF
XLK
$87.2B
| – | – |
-6,992
|
|
||
180
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
| – | – |
-8,396
|
|
||
181
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.6B
| – | – |
-3,982
|
|