AWM
AAF Wealth Management Portfolio holdings
AUM
$237M
1-Year Est. Return
20.68%
This Fund
S&P 500
1 Year Est. Return
+20.68%
AUM
$237M
AUM Growth
+$16.4M
(+7.4%)
Holding
52
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.18M | |
| 3 | +$1.14M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.01M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$760K |
Top Sells
| 1 | +$756K | |
| 2 | +$433K | |
| 3 | +$251K | |
| 4 |
Honeywell
HON
|
+$228K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$131K |
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Communication Services | 3.27% |
| 3 | Financials | 0.78% |
| 4 | Consumer Discretionary | 0.6% |
| 5 | Industrials | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Netflix
NFLX
$400B
| – | – |
-3,610
|
|
||
|
52
Honeywell
HON
$146B
| – | – |
-1,084
|
|