AWMT

AAFMAA Wealth Management & Trust Portfolio holdings

AUM $255M
1-Year Est. Return 12.9%
This Quarter Est. Return
1 Year Est. Return
+12.9%
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
+$1.36M
2
+$971K
3
+$967K
4
EW icon
Edwards Lifesciences
EW
+$951K
5
ICE icon
Intercontinental Exchange
ICE
+$940K

Top Sells

1
+$5.09M
2
+$4.12M
3
+$2.9M
4
NVDA icon
NVIDIA
NVDA
+$2.73M
5
MU icon
Micron Technology
MU
+$2.21M

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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