AWM

AAF Wealth Management Portfolio holdings

AUM $237M
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$282K
3
+$256K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$225K
5
MSFT icon
Microsoft
MSFT
+$213K

Top Sells

1
+$3.77M
2
+$1.1M
3
+$329K
4
AMZN icon
Amazon
AMZN
+$286K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$238K

Sector Composition

1 Technology 2.2%
2 Communication Services 0.35%
3 Healthcare 0.34%
4 Industrials 0.22%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,205
27
– –
-664
28
– –
-1,740
1
2