AWA

ARQ Wealth Advisors Portfolio holdings

AUM $291M
1-Year Est. Return 11.27%
This Quarter Est. Return
1 Year Est. Return
+11.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
-$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$736K
2 +$684K
3 +$491K
4
SPG icon
Simon Property Group
SPG
+$403K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$310K

Sector Composition

1 Technology 1.12%
2 Financials 0.31%
3 Real Estate 0.26%
4 Consumer Staples 0.15%
5 Energy 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,378