AWM
Aegis Wealth Management Portfolio holdings
AUM
$167M
1 Year Est. Return
–
AUM
$170M
AUM Growth
+$22.2M
(+15%)
Holding
126
Top Buys
| 1 | +$3.61M | |
| 2 | +$3.19M | |
| 3 | +$3.14M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.74M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$982K |
Top Sells
| 1 | +$1.93M | |
| 2 | +$370K | |
| 3 | +$273K | |
| 4 |
General Mills
GIS
|
+$271K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$255K |
Sector Composition
| 1 | Financials | 2.67% |
| 2 | Healthcare | 1.69% |
| 3 | Industrials | 1.31% |
| 4 | Consumer Discretionary | 1.27% |
| 5 | Utilities | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Tesla
TSLA
$1.44T
| – | – |
-625
|
|