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AWM

Affinity Wealth Management Portfolio holdings

AUM $661M
1-Year Est. Return 31.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$13.4M
3
+$687K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$582K
5
MRVL icon
Marvell Technology
MRVL
+$474K

Top Sells

1
+$17.2M
2
+$11M
3
+$9.94M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.88M
5
THO icon
Thor Industries
THO
+$448K

Sector Composition

1 Technology 2.76%
2 Consumer Discretionary 1.6%
3 Communication Services 1.22%
4 Healthcare 1.12%
5 Industrials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,298
77
– –
-3,659
78
– –
-7,103
79
– –
-3,684
80
– –
-270,188
81
– –
-21,036
82
– –
-2,724
1 2 3
4