AWP

Abacus Wealth Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 14.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Sector Composition

1 Financials 11.87%
2 Technology 10.39%
3 Healthcare 3.81%
4 Industrials 3%
5 Consumer Discretionary 2.48%