AWA
Argo Wealth Advisory Portfolio holdings
AUM
$167M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$167M
AUM Growth
–
Holding
52
Top Buys
| 1 | +$12M | |
| 2 | +$12M | |
| 3 | +$10.8M | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$10.5M |
| 5 |
AbbVie
ABBV
|
+$8.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 13.23% |
| 2 | Technology | 11.87% |
| 3 | Industrials | 5.79% |
| 4 | Consumer Staples | 4.4% |
| 5 | Financials | 4.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Growth ETF
IVW
$65B
| $211K | 0.13% |
+1,709
|
|
||
52
Salesforce
CRM
$179B
| $208K | 0.12% |
+785
|
|