AWAG

ARS Wealth Advisors Group Portfolio holdings

AUM $1.11B
1-Year Est. Return 23.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$5.77M
3
+$4.17M
4
MDT icon
Medtronic
MDT
+$3.48M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.63M

Top Sells

1
+$18.9M
2
+$12.7M
3
+$6.66M
4
LOW icon
Lowe's Companies
LOW
+$5.01M
5
IBM icon
IBM
IBM
+$4.11M

Sector Composition

1 Technology 10.42%
2 Healthcare 10.27%
3 Consumer Staples 7.9%
4 Financials 7.3%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
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