AWAG
ARS Wealth Advisors Group Portfolio holdings
AUM
$866M
This Quarter Return
+8.59%
1 Year Return
+17.94%
3 Year Return
+62.27%
5 Year Return
–
10 Year Return
–
AUM
$741M
AUM Growth
+$741M
(+9.8%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
2.89%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
170
New
16
Increased
50
Reduced
79
Closed
2
Top Buys
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$7.01M |
| 2 |
Walmart
WMT
|
$6.62M |
| 3 |
Exxon Mobil
XOM
|
$5.78M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$4.79M |
| 5 |
UnitedHealth
UNH
|
$1.9M |
Top Sells
| 1 |
Shell
SHEL
|
$4.66M |
| 2 |
General Dynamics
GD
|
$4.53M |
| 3 |
CVS Health
CVS
|
$1.88M |
| 4 |
Lockheed Martin
LMT
|
$1.71M |
| 5 |
iShares Silver Trust
SLV
|
$1.21M |
Sector Composition
| 1 | Technology | 15.02% |
| 2 | Financials | 8.38% |
| 3 | Healthcare | 8.11% |
| 4 | Consumer Staples | 7.74% |
| 5 | Consumer Discretionary | 6.26% |
