AWM

Argent Wealth Management Portfolio holdings

AUM $602M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.68%
2 Financials 5.01%
3 Healthcare 3.22%
4 Consumer Staples 1.34%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$64K 0.01%
+10,000
177
$45K 0.01%
+1,352