AWAG
ARS Wealth Advisors Group Portfolio holdings
AUM
$866M
This Quarter Return
+6.23%
1 Year Return
+17.94%
3 Year Return
+62.27%
5 Year Return
–
10 Year Return
–
AUM
$630M
AUM Growth
+$630M
(+16%)
Cap. Flow
+$63.9M
Cap. Flow
% of AUM
10.15%
Top 10 Holdings %
Top 10 Hldgs %
39.24%
Holding
148
New
25
Increased
42
Reduced
55
Closed
8
Top Buys
| 1 |
Apple
AAPL
|
$38M |
| 2 |
Amazon
AMZN
|
$15.8M |
| 3 |
iShares Silver Trust
SLV
|
$5.73M |
| 4 |
Bank of America
BAC
|
$5.72M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$5.53M |
Top Sells
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$11.7M |
| 2 |
3M
MMM
|
$2.51M |
| 3 |
Exxon Mobil
XOM
|
$2.44M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$1.87M |
| 5 |
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% |
