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
$814M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$1.24M
3 +$834K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$650K
5
VZ icon
Verizon
VZ
+$524K

Top Sells

1 +$4.16M
2 +$541K
3 +$496K
4
AVGO icon
Broadcom
AVGO
+$461K
5
AMZN icon
Amazon
AMZN
+$385K

Sector Composition

1 Technology 16.16%
2 Financials 7.98%
3 Consumer Staples 7.78%
4 Healthcare 7.54%
5 Energy 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-395