AA

Auxano Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$7.87M
2 +$3.3M
3 +$1.38M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.14M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.14M

Sector Composition

1 Technology 22.96%
2 Consumer Discretionary 13.18%
3 Consumer Staples 8.72%
4 Healthcare 5.29%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.14M 0.33%
13,119
+1,403
52
$1.14M 0.33%
+5,838
53
$1.13M 0.33%
6,398
+331
54
$1.13M 0.33%
8,811
-1,500
55
$1.12M 0.33%
12,693
-617
56
$1.1M 0.32%
12,650
+2,738
57
$1.1M 0.32%
6,773
+1,182
58
$1.09M 0.32%
6,055
+456
59
$1.07M 0.31%
6,197
+456
60
$1.05M 0.31%
21,114
-70
61
$1.05M 0.31%
23,812
-943
62
$1.03M 0.3%
6,795
+385
63
$1.02M 0.3%
5,824
+2,542
64
$996K 0.29%
21,957
+1,645
65
$990K 0.29%
3,503
+300
66
$872K 0.25%
14,466
+429
67
$860K 0.25%
13,771
+932
68
$860K 0.25%
14,285
+1,778
69
$852K 0.25%
20,283
+5,213
70
$840K 0.24%
5,327
-375
71
$811K 0.24%
3,299
+162
72
$806K 0.23%
4,628
+1,059
73
$784K 0.23%
12,179
+1,692
74
$767K 0.22%
6,122
75
$744K 0.22%
1,544
+496