AWA
ARQ Wealth Advisors Portfolio holdings
AUM
$291M
1-Year Est. Return
11.27%
1 Year Est. Return
+11.27%
AUM
$291M
AUM Growth
+$21.7M
(+8%)
Holding
104
Top Buys
| 1 | +$9.82M | |
| 2 | +$3.51M | |
| 3 | +$2.95M | |
| 4 |
Columbia Multi-Sector Municipal Income ETF
MUST
|
+$2.93M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$2.82M |
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Communication Services | 0.61% |
| 3 | Consumer Discretionary | 0.44% |
| 4 | Industrials | 0.33% |
| 5 | Financials | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Simplify US Equity PLUS GBTC ETF
SPBC
$78.8M
| $210K | 0.07% |
5,796
|
|
||
102
Schwab U.S Small- Cap ETF
SCHA
$20.7B
| $201K | 0.07% |
8,590
|
|
||
103
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
| – | – |
-10,434
|
|
||
104
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
| – | – |
-6,722
|
|