AWAG

ARS Wealth Advisors Group Portfolio holdings

AUM $1.01B
1-Year Est. Return 20.77%
This Quarter Est. Return
1 Year Est. Return
+20.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$728M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.84M
3
+$8.5M
4
WMT icon
Walmart
WMT
+$8.38M
5
BMY icon
Bristol-Myers Squibb
BMY
+$8.37M

Top Sells

1
+$1.03M
2
+$896K
3
+$412K
4
AMAT icon
Applied Materials
AMAT
+$305K
5
PYPL icon
PayPal
PYPL
+$304K

Sector Composition

1 Technology 10.57%
2 Healthcare 10.55%
3 Consumer Staples 7.76%
4 Financials 6.84%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.98M 0.68%
160,004
+140,462
52
$4.95M 0.68%
28,362
+27,056
53
$4.68M 0.64%
+61,019
54
$4.65M 0.64%
+88,962
55
$4.63M 0.64%
25,929
+24,829
56
$4.31M 0.59%
+50,051
57
$4.16M 0.57%
+22,774
58
$3.94M 0.54%
40,946
-1,344
59
$3.92M 0.54%
104,784
+488
60
$3.65M 0.5%
28,615
+27,218
61
$3.63M 0.5%
33,549
-453
62
$3.57M 0.49%
+57,733
63
$3.25M 0.45%
+36,255
64
$3.11M 0.43%
28,560
+4,080
65
$2.77M 0.38%
+103,424
66
$2.67M 0.37%
10,799
+212
67
$2.51M 0.35%
+30,049
68
$2.35M 0.32%
7,234
+667
69
$2M 0.27%
5,753
-200
70
$1.81M 0.25%
11,222
-442
71
$1.68M 0.23%
13,835
72
$1.67M 0.23%
8,457
73
$1.51M 0.21%
6,937
-994
74
$1.43M 0.2%
13,481
75
$1.42M 0.19%
8,581
-323
1 2
3
4 5