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
101
$550K 0.08%
+11,870
102
$536K 0.07%
6,392
+1
103
$535K 0.07%
+31,038
104
$520K 0.07%
9,396
105
$502K 0.07%
2,963
+1,275
106
$474K 0.07%
16,325
+402
107
$470K 0.06%
+7,563
108
$460K 0.06%
30,340
+12,700
109
$447K 0.06%
4,116
-655
110
$442K 0.06%
+7,441
111
$439K 0.06%
2,151
-438
112
$438K 0.06%
4,879
-200
113
$428K 0.06%
1,905
-51
114
$413K 0.06%
1,474
-481
115
$404K 0.06%
4,908
+250
116
$403K 0.06%
4,205
+942
117
$390K 0.05%
2,308
118
$389K 0.05%
+12,164
119
$378K 0.05%
5,844
+1
120
$352K 0.05%
2,606
121
$347K 0.05%
8,503
+14
122
$344K 0.05%
2,311
123
$344K 0.05%
10,479
124
$331K 0.05%
7,320
+1,450
125
$330K 0.05%
33,055
+500
3 4
5
6 7