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
126
$328K 0.05%
4,100
127
$311K 0.04%
+9,333
128
$307K 0.04%
+9,800
129
$305K 0.04%
2,766
-1,100
130
$287K 0.04%
3,976
+4
131
$286K 0.04%
+3,241
132
$282K 0.04%
744
133
$277K 0.04%
2,060
134
$265K 0.04%
2,064
+1
135
$251K 0.03%
+7,123
136
$250K 0.03%
2,460
+75
137
$250K 0.03%
2,530
+382
138
$248K 0.03%
+2,590
139
$244K 0.03%
+4,738
140
$240K 0.03%
+13,744
141
$237K 0.03%
1,140
+50
142
$232K 0.03%
1,758
+368
143
$229K 0.03%
3,035
+4
144
$227K 0.03%
+8,191
145
$225K 0.03%
5,664
+380
146
$221K 0.03%
4,807
147
$213K 0.03%
+1,878
148
$211K 0.03%
1,062
+125
149
$210K 0.03%
+4,382
150
$201K 0.03%
+549
3 4 5
6
7