American Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW American Wealth Advisors, LLC | Institutional Filer | ▼ 5.77% | $96.0M | 41 |
Current Portfolio Holdings
Showing all 41 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 38K | $24.6M | 25.60% |
| 2 | IVW | ISHARES TR | — | 124K | $14.0M | 14.58% |
| 3 | IVE | ISHARES TR | — | 57K | $12.0M | 12.53% |
| 4 | SHY | ISHARES TR | — | 74K | $6.1M | 6.38% |
| 5 | STIP | ISHARES TR | — | 36K | $3.8M | 3.92% |
| 6 | VTI | VANGUARD INDEX FDS | — | 12K | $3.7M | 3.89% |
| 7 | SHYG | ISHARES TR | — | 84K | $3.6M | 3.71% |
| 8 | DVY | ISHARES TR | — | 18K | $2.7M | 2.85% |
| 9 | IWM | iShares Russell 2000 ETF | — | 9K | $2.3M | 2.44% |
| 10 | SLQD | ISHARES TR | — | 42K | $2.1M | 2.22% |
| 11 | IGE | ISHARES TR | — | 32K | $2.0M | 2.10% |
| 12 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 4K | $1.9M | 1.96% |
| 13 | IWP | ISHARES TR | — | 13K | $1.7M | 1.73% |
| 14 | IJH | ISHARES TR | — | 24K | $1.6M | 1.68% |
| 15 | SUB | ISHARES TR | — | 10K | $1.1M | 1.10% |
Showing 1 to 15 of 41 holdings