AWM
Affinity Wealth Management Portfolio holdings
AUM
$703M
1-Year Est. Return
24.76%
This Fund
S&P 500
1 Year Est. Return
+24.76%
AUM
$485M
AUM Growth
-$24.1M
(-4.7%)
Holding
131
Top Buys
| 1 | +$26M | |
| 2 | +$24.7M | |
| 3 | +$19.8M | |
| 4 |
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
|
+$17.6M |
| 5 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
+$7.01M |
Top Sells
| 1 | +$25.3M | |
| 2 | +$25.2M | |
| 3 | +$24.6M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$21M |
| 5 |
Cohen & Steers REIT and Preferred and Income Fund
RNP
|
+$18.8M |
Sector Composition
| 1 | Technology | 9.91% |
| 2 | Financials | 3.87% |
| 3 | Materials | 3.72% |
| 4 | Consumer Discretionary | 2.98% |
| 5 | Industrials | 2.25% |