AWAG

ARS Wealth Advisors Group Portfolio holdings

AUM $1.18B
1-Year Est. Return 25.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
-$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$3.59M
3
+$2.48M
4
UPS icon
United Parcel Service
UPS
+$2.29M
5
IBM icon
IBM
IBM
+$2.12M

Top Sells

1
+$24.9M
2
+$14.9M
3
+$7.71M
4
BAC icon
Bank of America
BAC
+$6.29M
5
AMGN icon
Amgen
AMGN
+$5.68M

Sector Composition

1 Healthcare 10.48%
2 Consumer Staples 10.38%
3 Technology 10.26%
4 Energy 8.16%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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