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
$227M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$5.06M
2 +$4.48M
3 +$3.96M
4
BA icon
Boeing
BA
+$3.64M
5
AMZN icon
Amazon
AMZN
+$3.53M

Sector Composition

1 Technology 13.68%
2 Healthcare 5.19%
3 Consumer Discretionary 4.84%
4 Industrials 4.69%
5 Financials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-20,000
77
-772
78
-23,000