AWM
AAF Wealth Management Portfolio holdings
AUM
$220M
1-Year Est. Return
14.38%
1 Year Est. Return
+14.38%
AUM
$220M
AUM Growth
+$34.3M
(+18%)
Holding
53
Top Buys
| 1 | +$16.9M | |
| 2 | +$4.91M | |
| 3 | +$2.58M | |
| 4 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$1.93M |
| 5 |
Vanguard Value ETF
VTV
|
+$833K |
Top Sells
| 1 | +$7.65M | |
| 2 | +$1.17M | |
| 3 | +$927K | |
| 4 |
Chevron
CVX
|
+$306K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$293K |
Sector Composition
| 1 | Technology | 3.1% |
| 2 | Communication Services | 2.43% |
| 3 | Financials | 0.94% |
| 4 | Consumer Discretionary | 0.39% |
| 5 | Industrials | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
IBM
IBM
$288B
| – | – |
-831
|
|
||
52
Merck
MRK
$216B
| – | – |
-2,526
|
|
||
|
53
Invesco QQQ Trust
QQQ
$404B
| – | – |
-624
|
|