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
$149M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$8.37M
2 +$4.4M
3 +$1.44M
4
RSG icon
Republic Services
RSG
+$628K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$227K

Sector Composition

1 Technology 4.06%
2 Industrials 0.51%
3 Financials 0.45%
4 Consumer Staples 0.36%
5 Healthcare 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-519
52
-34,670