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
$814M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.24M
3
+$834K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$650K
5
VZ icon
Verizon
VZ
+$524K

Top Sells

1
+$4.16M
2
+$541K
3
+$496K
4
AVGO icon
Broadcom
AVGO
+$461K
5
AMZN icon
Amazon
AMZN
+$385K

Sector Composition

1 Technology 16.16%
2 Financials 7.98%
3 Consumer Staples 7.78%
4 Healthcare 7.54%
5 Energy 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.26%
32,295
-52
52
$2.05M 0.25%
3,580
-83
53
$1.97M 0.24%
6,469
-386
54
$1.96M 0.24%
17,760
-1,107
55
$1.85M 0.23%
2,086
+20
56
$1.66M 0.2%
40,890
-236
57
$1.65M 0.2%
42,437
-442
58
$1.39M 0.17%
13,990
+4
59
$1.37M 0.17%
4,265
-48
60
$1.26M 0.15%
6,368
+261
61
$1.24M 0.15%
+32,659
62
$1.2M 0.15%
4,224
-127
63
$1.18M 0.14%
12,970
64
$1.14M 0.14%
27,566
65
$1.14M 0.14%
10,700
66
$1.09M 0.13%
30,286
-3,466
67
$1.07M 0.13%
1,728
68
$1.05M 0.13%
4,276
69
$1.04M 0.13%
20,250
70
$1.03M 0.13%
27,852
-1,919
71
$1M 0.12%
1,415
+35
72
$980K 0.12%
9,022
+162
73
$930K 0.11%
23,690
-2,152
74
$923K 0.11%
3,407
-5
75
$866K 0.11%
12,057
+395
1 2
3
4 5