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AWM
AAF Wealth Management Portfolio holdings
AUM
$244M
1-Year Est. Return
19.9%
This Fund
S&P 500
1 Year Est. Return
+19.9%
AUM
$244M
AUM Growth
+$6.64M
(+2.8%)
Holding
56
Top Buys
| 1 | +$10.3M | |
| 2 | +$807K | |
| 3 | +$590K | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$442K |
| 5 |
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
|
+$282K |
Top Sells
| 1 | +$995K | |
| 2 | +$821K | |
| 3 | +$370K | |
| 4 |
Visa
V
|
+$201K |
| 5 |
Apple
AAPL
|
+$184K |
Sector Composition
| 1 | Technology | 3.74% |
| 2 | Communication Services | 2.85% |
| 3 | Financials | 0.75% |
| 4 | Consumer Discretionary | 0.52% |
| 5 | Industrials | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$351B
| $215K | 0.09% |
1,489
-146
|
|
||
52
JPMorgan Active Growth ETF
JGRO
$9.8B
| $212K | 0.09% |
2,505
|
|
||
53
JPMorgan Chase
JPM
$894B
| $204K | 0.08% |
+693
|
|
||
54
Acrivon Therapeutics
ACRV
$65.1M
| $14.8K | 0.01% |
10,678
|
|
||
55
iShares MSCI USA Min Vol Factor ETF
USMV
$22.5B
| – | – |
-10,564
|
|
||
|
56
Visa
V
$628B
| – | – |
-572
|
|