AWM

AAF Wealth Management Portfolio holdings

AUM $220M
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
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 +$1.62M
2 +$300K
3 +$258K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$226K
5
MSFT icon
Microsoft
MSFT
+$221K

Top Sells

1 +$3.76M
2 +$1.13M
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
-1,740
27
-1,205
28
-664