AWM
Act Wealth Management Portfolio holdings
AUM
$237M
This Quarter Return
-1.23%
1 Year Return
+16.55%
3 Year Return
+50.06%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-0.21%)
Cap. Flow
-$342K
Cap. Flow
% of AUM
-0.21%
Top 10 Holdings %
Top 10 Hldgs %
94.5%
Holding
34
New
–
Increased
–
Reduced
–
Closed
1
Top Buys
No buys this quarter
Top Sells
| 1 |
Edwards Lifesciences
EW
|
$342K |
Sector Composition
| 1 | Technology | 4.57% |
| 2 | Energy | 1.08% |
| 3 | Financials | 0.98% |
| 4 | Consumer Discretionary | 0.79% |
| 5 | Industrials | 0.71% |
