AWMT

AAFMAA Wealth Management & Trust Portfolio holdings

AUM $258M
1-Year Est. Return 13.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.07M
3
+$1.05M
4
EW icon
Edwards Lifesciences
EW
+$1.04M
5
BUD icon
AB InBev
BUD
+$1.01M

Top Sells

1
+$5.09M
2
+$4.12M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
MU icon
Micron Technology
MU
+$2.72M

Sector Composition

1 Technology 25.36%
2 Financials 21.44%
3 Industrials 15.72%
4 Healthcare 10.91%
5 Consumer Staples 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
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