APW
Austin Private Wealth Portfolio holdings
AUM
$1.26B
This Quarter Return
+0.16%
1 Year Return
+13.14%
3 Year Return
+48.92%
5 Year Return
+71.27%
10 Year Return
–
AUM
$1.07B
AUM Growth
+$1.07B
(+4.4%)
Cap. Flow
+$77.6M
Cap. Flow
% of AUM
7.29%
Top 10 Holdings %
Top 10 Hldgs %
53.94%
Holding
271
New
37
Increased
173
Reduced
40
Closed
12
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$15M |
| 2 |
Invesco S&P 500 Momentum ETF
SPMO
|
$14.6M |
| 3 |
Palantir
PLTR
|
$9.2M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$8.78M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$4.58M |
Top Sells
Sector Composition
| 1 | Technology | 6.75% |
| 2 | Financials | 1.18% |
| 3 | Communication Services | 1.17% |
| 4 | Healthcare | 0.97% |
| 5 | Consumer Discretionary | 0.97% |
