AWAL
A4 Wealth Advisors LLC Portfolio holdings
AUM
$119M
1 Year Est. Return
–
AUM
$119M
AUM Growth
–
Holding
158
Top Buys
| 1 | +$4.29M | |
| 2 | +$4.13M | |
| 3 | +$3.72M | |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.33M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$3.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.12% |
| 2 | Financials | 6.64% |
| 3 | Consumer Discretionary | 4.36% |
| 4 | Industrials | 4.36% |
| 5 | Healthcare | 3.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
DoubleLine Commercial Real Estate ETF
DCRE
$319M
| $232K | 0.2% |
+4,450
|
|
||
152
Cornerstone Strategic Value Fund
CLM
$2.34B
| $230K | 0.19% |
+27,744
|
|
||
153
DexCom
DXCM
$23.9B
| $225K | 0.19% |
+3,340
|
|
||
154
Insulet
PODD
$22.5B
| $222K | 0.19% |
+720
|
|
||
155
Southwest Airlines
LUV
$15.3B
| $222K | 0.19% |
+6,965
|
|
||
156
Agnico Eagle Mines
AEM
$78.3B
| $206K | 0.17% |
+1,225
|
|
||
157
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$8.64B
| $201K | 0.17% |
+7,785
|
|
||
158
Prospect Capital
PSEC
$1.2B
| $34.1K | 0.03% |
+12,390
|
|