AWA
Argo Wealth Advisory Portfolio holdings
AUM
$170M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$170M
AUM Growth
+$3.22M
(+1.9%)
Holding
52
Top Buys
| 1 | +$846K | |
| 2 | +$765K | |
| 3 | +$721K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$569K |
| 5 |
American Tower
AMT
|
+$491K |
Top Sells
| 1 | +$1.3M | |
| 2 | +$592K | |
| 3 | +$344K | |
| 4 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$260K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$211K |
Sector Composition
| 1 | Healthcare | 13.32% |
| 2 | Technology | 10.07% |
| 3 | Industrials | 6.19% |
| 4 | Consumer Staples | 5.01% |
| 5 | Financials | 3.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Value ETF
IVE
$50B
| – | – |
-1,623
|
|
||
|
52
iShares S&P 500 Growth ETF
IVW
$74.3B
| – | – |
-1,709
|
|