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
$153M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3%
2 Financials 0.69%
3 Industrials 0.46%
4 Healthcare 0.29%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-56,895
52
-4,936