AWMT

AAFMAA Wealth Management & Trust Portfolio holdings

AUM $242M
1-Year Est. Return 12.6%
This Quarter Est. Return
1 Year Est. Return
+12.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

1 +$4.22M
2 +$3.75M
3 +$2.62M
4
AMAT icon
Applied Materials
AMAT
+$1.17M
5
AMD icon
Advanced Micro Devices
AMD
+$1.02M

Sector Composition

1 Technology 26.22%
2 Financials 20.75%
3 Industrials 16.23%
4 Consumer Discretionary 5.71%
5 Healthcare 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,015
52
-1,223
53
-19,894