AWMT
AAFMAA Wealth Management & Trust Portfolio holdings
AUM
$252M
1-Year Est. Return
12.42%
1 Year Est. Return
+12.42%
AUM
$252M
AUM Growth
+$10.2M
(+4.2%)
Holding
82
Top Buys
| 1 | +$460K | |
| 2 | +$323K | |
| 3 | +$305K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$154K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$137K |
Top Sells
| 1 | +$333K | |
| 2 | +$240K | |
| 3 | +$152K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$96.9K |
| 5 |
Caterpillar
CAT
|
+$93.5K |
Sector Composition
| 1 | Technology | 11.49% |
| 2 | Financials | 4.57% |
| 3 | Healthcare | 4.37% |
| 4 | Consumer Discretionary | 4% |
| 5 | Industrials | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Deere & Co
DE
$128B
| $869K | 0.34% |
1,901
-27
|
|
||
77
Novo Nordisk
NVO
$213B
| $840K | 0.33% |
15,130
+201
|
|
||
78
Tesla
TSLA
$1.51T
| $590K | 0.23% |
1,327
-31
|
|
||
79
State Street Materials Select Sector SPDR ETF
XLB
$2.55B
| $436K | 0.17% |
4,861
+60
|
|
||
80
McDonald's
MCD
$222B
| $374K | 0.15% |
1,230
|
|
||
81
Vanguard Information Technology ETF
VGT
$115B
| $299K | 0.12% |
401
|
|
||
82
VanEck Semiconductor ETF
SMH
$36.6B
| $252K | 0.1% |
772
|
|