AWAG
ARS Wealth Advisors Group Portfolio holdings
AUM
$866M
1-Year Return
17.94%
This Quarter Return
+2.15%
1 Year Return
+17.94%
3 Year Return
+62.27%
5 Year Return
–
10 Year Return
–
AUM
$542M
AUM Growth
-$64.7M
(-11%)
Cap. Flow
-$71.9M
Cap. Flow
% of AUM
-13.25%
Top 10 Holdings %
Top 10 Hldgs %
39.51%
Holding
146
New
9
Increased
56
Reduced
42
Closed
23
Top Buys
| 1 |
Truist Financial
TFC
|
$4.05M |
| 2 |
iShares Silver Trust
SLV
|
$3.83M |
| 3 |
Southern Company
SO
|
$2.57M |
| 4 |
United Parcel Service
UPS
|
$2.42M |
| 5 |
IBM
IBM
|
$2.07M |
Top Sells
| 1 |
Apple
AAPL
|
$24.9M |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$14.8M |
| 3 |
Amazon
AMZN
|
$7.71M |
| 4 |
Bank of America
BAC
|
$6.29M |
| 5 |
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% |
