AWAG
ARS Wealth Advisors Group Portfolio holdings
AUM
$866M
This Quarter Return
+2.01%
1 Year Return
+17.94%
3 Year Return
+62.27%
5 Year Return
–
10 Year Return
–
AUM
$727M
AUM Growth
+$727M
(-11%)
Cap. Flow
-$93.5M
Cap. Flow
% of AUM
-12.86%
Top 10 Holdings %
Top 10 Hldgs %
46.87%
Holding
181
New
9
Increased
56
Reduced
64
Closed
21
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$41.8M |
| 2 |
Amazon
AMZN
|
$28.4M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$6.59M |
| 4 |
Bank of America
BAC
|
$6.47M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.79M |
Sector Composition
| 1 | Technology | 13.7% |
| 2 | Consumer Staples | 8.73% |
| 3 | Financials | 7.38% |
| 4 | Healthcare | 7.15% |
| 5 | Energy | 7.05% |
