AWA

ARS Wealth Advisors Portfolio holdings

AUM $556M
1-Year Est. Return 30.04%
This Quarter Est. Return
1 Year Est. Return
+30.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
+$82.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$16.1M
3 +$6.89M
4
CVS icon
CVS Health
CVS
+$2.79M
5
JPM icon
JPMorgan Chase
JPM
+$2M

Sector Composition

1 Technology 10.83%
2 Financials 6.74%
3 Consumer Staples 6.27%
4 Healthcare 6.09%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,814