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ACG Wealth13F | |
ACG Wealth | |
Last update 2022-11-04 | 245 Stocks (3 new) |
Value $436.00 Mil | Turnover 3 % |
ACG Wealth Top Holdings of 2022-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 205,069 | 28,341.0 | -2.12% | 6.500 | -0.12% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 316,803 | 15,362.0 | +1.61% | 3.520 | +0.06% | 0.610 | +1.63% | +2.96% | 2,671.3 | ||
COWZ | Pacer US Cash Cows 100 ETF | 309,974 | 12,715.0 | +9.88% | 2.920 | +0.26% | 0.160 | +10.66% | +1.72% | 20,734.0 | ||
QGRO |
American Century STOXX U.S.Quality Growth ETF
American Century STOXX U.S.Quality Growth ETF
| 228,560 | 12,562.0 | +2.64% | 2.880 | +0.07% | 5.280 | +15.49% | +10.25% | 1,786.0 | ||
MSFT | Microsoft Corp | 46,341 | 10,793.0 | -5.82% | 2.470 | -0.15% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 104,516 | 10,332.0 | +2.06% | 2.370 | +0.05% | 0.100 | +1.32% | +2.60% | 13,400.3 | ||
TOTL |
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
| 250,205 | 10,053.0 | +3.62% | 2.300 | +0.08% | 0.470 | +1.04% | +3.66% | 3,807.8 | ||
PECO | Phillips Edison & Co Inc | 329,486 | 9,242.0 | -0.28% | 2.120 | -0.01% | 0.280 | -0.44% | -5.31% | 4,359.1 | REITs | |
FAAR | FIRST TR EXCH VII | 239,809 | 7,452.0 | +0.29% | 1.710 | 0% | 3.550 | +8.04% | +4.00% | 103.4 | ||
AMZN | Amazon.com Inc | 64,348 | 7,271.0 | -4.21% | 1.670 | -0.06% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical |
ACG Wealth's Historical Top Holdings Breakdowns
ACG Wealth Total Holding History ($B)
ACG Wealth's Asset Allocation
ACG Wealth Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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ACG Wealth's Hypothetical Growth since 2022-09-30
ACG Wealth's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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ACG Wealth's Holdings Heat Map
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ACG Wealth's Holdings Bubble Chart
ACG Wealth News
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