AWM

Affinity Wealth Management Portfolio holdings

AUM $703M
1-Year Est. Return 24.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.2M
AUM Growth
-$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.43M
3
+$1.84M
4
FOLD icon
Amicus Therapeutics
FOLD
+$1.78M
5
CNQ icon
Canadian Natural Resources
CNQ
+$1.63M

Top Sells

1
+$52M
2
+$45.7M
3
+$7.33M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.13M
5
TDOC icon
Teladoc Health
TDOC
+$2.31M

Sector Composition

1 Technology 39.35%
2 Consumer Discretionary 25.64%
3 Financials 8.52%
4 Healthcare 8.01%
5 Communication Services 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
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