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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
$167M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.84%
2 Consumer Discretionary 5.34%
3 Financials 3.24%
4 Healthcare 3.07%
5 Communication Services 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-40,297
102
-1,915
103
-6,005
104
-1,123
105
-1,573
106
-98,344
107
-70,337
108
-1,491
109
-52,017
110
-3,256
111
-2,468
112
-2,799
113
-235,922
114
-6,295