AWMT
AAFMAA Wealth Management & Trust Portfolio holdings
AUM
$258M
1-Year Est. Return
13.08%
This Fund
S&P 500
1 Year Est. Return
+13.08%
AUM
$258M
AUM Growth
+$2.64M
(+1%)
Holding
103
Top Buys
| 1 | +$9.4M | |
| 2 | +$8.5M | |
| 3 | +$3.3M | |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$2.36M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.7M |
Top Sells
| 1 | +$3.84M | |
| 2 | +$3.41M | |
| 3 | +$2.39M | |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
+$2.07M |
| 5 |
State Street SPDR S&P Homebuilders ETF
XHB
|
+$1.78M |
Sector Composition
| 1 | Technology | 9.98% |
| 2 | Financials | 5.03% |
| 3 | Consumer Discretionary | 3.62% |
| 4 | Industrials | 3.13% |
| 5 | Healthcare | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Palo Alto Networks
PANW
$145B
| – | – |
-5,329
|
|
||
|
102
Global X US Infrastructure Development ETF
PAVE
$12.9B
| – | – |
-43,219
|
|
||
103
State Street Materials Select Sector SPDR ETF
XLB
$7.62B
| – | – |
-13,568
|
|