AWA
Ark Wealth Advisors Portfolio holdings
AUM
$92.9M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$92.9M
AUM Growth
–
Holding
77
Top Buys
| 1 | +$6.9M | |
| 2 | +$6.48M | |
| 3 | +$5.78M | |
| 4 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$4.88M |
| 5 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
+$2.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.1% |
| 2 | Financials | 7.55% |
| 3 | Consumer Discretionary | 7.33% |
| 4 | Healthcare | 6.91% |
| 5 | Industrials | 6.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Advanced Micro Devices
AMD
$344B
| $201K | 0.22% |
+938
|
|
||
|
TGEN
77
Tecogen Inc
TGEN
$110M
| $73.5K | 0.08% |
+14,881
|
|