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
$220M
AUM Growth
-$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$14.9M
2 +$3.81M
3 +$2.23M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.11M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$1.97M

Top Sells

1 +$8.65M
2 +$7.44M
3 +$5.79M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.21M
5
XLI icon
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
MCD icon
76
McDonald's
MCD
$220B
$384K 0.17%
1,230
VGT icon
77
Vanguard Information Technology ETF
VGT
$109B
$228K 0.1%
421
AMD icon
78
Advanced Micro Devices
AMD
$378B
-10,654
CVX icon
79
Chevron
CVX
$308B
-12,676