AWMT
AAFMAA Wealth Management & Trust Portfolio holdings
AUM
$242M
1-Year Est. Return
12.6%
1 Year Est. Return
+12.6%
AUM
$220M
AUM Growth
-$7.88M
(-3.5%)
Holding
79
Top Buys
| 1 | +$14.9M | |
| 2 | +$3.81M | |
| 3 | +$2.23M | |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$2.11M |
| 5 |
Amplify Cybersecurity ETF
HACK
|
+$1.97M |
Top Sells
| 1 | +$8.65M | |
| 2 | +$7.44M | |
| 3 | +$5.79M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$5.21M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$2.85M |
Sector Composition
| 1 | Technology | 11.5% |
| 2 | Financials | 5.16% |
| 3 | Healthcare | 4.84% |
| 4 | Consumer Discretionary | 4.59% |
| 5 | Industrials | 4.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
McDonald's
MCD
$220B
| $384K | 0.17% |
1,230
|
|
||
77
Vanguard Information Technology ETF
VGT
$110B
| $228K | 0.1% |
421
|
|
||
78
Advanced Micro Devices
AMD
$390B
| – | – |
-10,654
|
|
||
79
Chevron
CVX
$311B
| – | – |
-12,676
|
|