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
$630M
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$15.8M
3
+$5.73M
4
BAC icon
Bank of America
BAC
+$5.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.53M

Top Sells

1
+$11.7M
2
+$2.51M
3
+$2.44M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.87M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.81M

Sector Composition

1 Technology 16.27%
2 Healthcare 9.43%
3 Consumer Staples 9.01%
4 Financials 7.77%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.06%
3,810
-642
102
$364K 0.06%
22,836
+3,954
103
$362K 0.06%
3,589
104
$353K 0.06%
5,078
105
$349K 0.06%
4,774
-1,683
106
$337K 0.05%
+2,827
107
$333K 0.05%
7,208
108
$328K 0.05%
2,800
109
$328K 0.05%
2,754
-1,011
110
$324K 0.05%
+2,272
111
$322K 0.05%
+12,319
112
$320K 0.05%
3,649
-150
113
$308K 0.05%
2,060
114
$303K 0.05%
+3,945
115
$302K 0.05%
2,190
-415
116
$295K 0.05%
2,980
+317
117
$294K 0.05%
+2,031
118
$292K 0.05%
+18,309
119
$287K 0.05%
6,235
-4,324
120
$286K 0.05%
2,496
121
$286K 0.05%
8,150
+1,700
122
$276K 0.04%
905
123
$274K 0.04%
1,980
124
$272K 0.04%
3,724
125
$269K 0.04%
1,438
-493
2 3 4
5
6