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
$203M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$3.44M
2 +$1.3M
3 +$1.11M
4
NDAQ icon
Nasdaq
NDAQ
+$513K
5
ICE icon
Intercontinental Exchange
ICE
+$507K

Sector Composition

1 Technology 18.14%
2 Financials 9.9%
3 Healthcare 7.4%
4 Industrials 7.38%
5 Consumer Discretionary 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$201K 0.1%
+772
77
-900
78
-31,025