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AWM

Allen Wealth Management Portfolio holdings

AUM $200M
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.61M
3
+$1.6M
4
SLB icon
SLB Ltd
SLB
+$1.47M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.35M

Top Sells

1
+$1.97M
2
+$1.81M
3
+$1.75M
4
HMC icon
Honda
HMC
+$1.66M
5
PFE icon
Pfizer
PFE
+$1.38M

Sector Composition

1 Financials 7.89%
2 Energy 7.14%
3 Healthcare 7.03%
4 Technology 6.42%
5 Industrials 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.92%
10,940
-212
27
$1.06M 0.72%
15,879
-1,321
28
$950K 0.64%
1,834
-40
29
$944K 0.64%
2,766
-100
30
$913K 0.62%
13,773
-3,135
31
$908K 0.62%
35,655
-55,731
32
$907K 0.62%
2,876
-140
33
$859K 0.58%
27,476
-2,315
34
$699K 0.47%
2,478
-261
35
$682K 0.46%
4,439
-200
36
$662K 0.45%
6,419
-100
37
$553K 0.37%
907
-31
38
$535K 0.36%
4,170
-375
39
$529K 0.36%
6,251
-3,530
40
$528K 0.36%
2,239
-191
41
$486K 0.33%
2,212
+154
42
$426K 0.29%
8,262
-400
43
$359K 0.24%
1,626
44
$352K 0.24%
1,447
+95
45
$333K 0.23%
937
46
$326K 0.22%
3,963
-368
47
$318K 0.22%
1,047
48
$314K 0.21%
1,251
+150
49
$314K 0.21%
1,070
-70
50
$312K 0.21%
914
-203
1
2
3