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
$675M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$7.88M
3
+$6.78M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.54M
5
MRK icon
Merck
MRK
+$4.92M

Top Sells

1
+$6.83M
2
+$5.89M
3
+$5.46M
4
BMY icon
Bristol-Myers Squibb
BMY
+$5.3M
5
PFE icon
Pfizer
PFE
+$4.57M

Sector Composition

1 Technology 15.88%
2 Financials 8.21%
3 Healthcare 7.99%
4 Consumer Staples 7.85%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$274K 0.04%
+1,529
127
$264K 0.04%
880
-25
128
$253K 0.04%
+14,182
129
$251K 0.04%
14,882
+102
130
$249K 0.04%
2,089
+257
131
$249K 0.04%
417
+6
132
$247K 0.04%
2,577
+28
133
$244K 0.04%
1,634
+12
134
$244K 0.04%
1,548
-347
135
$243K 0.04%
1,800
136
$240K 0.04%
2,274
-198
137
$234K 0.03%
+2,404
138
$231K 0.03%
1,408
-1
139
$230K 0.03%
+15,000
140
$227K 0.03%
729
-203
141
$225K 0.03%
48,289
142
$223K 0.03%
957
-1,093
143
$221K 0.03%
1,906
-535
144
$220K 0.03%
1,682
-299
145
$220K 0.03%
6,980
146
$219K 0.03%
+2,042
147
$217K 0.03%
+2,589
148
$216K 0.03%
7,486
-15,884
149
$211K 0.03%
+803
150
$170K 0.03%
+14,350
3 4 5
6
7