AWM
Affinity Wealth Management Portfolio holdings
AUM
$626M
1-Year Return
20.4%
This Quarter Return
+7.27%
1 Year Return
+20.4%
3 Year Return
+82.46%
5 Year Return
+182.41%
10 Year Return
–
AUM
$426M
AUM Growth
+$3.91M
(+0.93%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-3.22%
Top 10 Holdings %
Top 10 Hldgs %
40.29%
Holding
126
New
22
Increased
42
Reduced
27
Closed
16
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 8.4% |
| 2 | Energy | 4.31% |
| 3 | Materials | 4.3% |
| 4 | Financials | 2.85% |
| 5 | Consumer Discretionary | 2.47% |