AWM
Aegis Wealth Management Portfolio holdings
AUM
$167M
This Quarter Return
-2.53%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.83%
Holding
109
New
109
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 1.49% |
| 2 | Consumer Discretionary | 1.48% |
| 3 | Technology | 1.46% |
| 4 | Healthcare | 1.42% |
| 5 | Utilities | 1.37% |
