AWM
Allen Wealth Management Portfolio holdings
AUM
$166M
1-Year Est. Return
14.51%
This Fund
S&P 500
1 Year Est. Return
+14.51%
AUM
$166M
AUM Growth
+$18.7M
(+13%)
Holding
61
Top Buys
| 1 | +$13M | |
| 2 | +$13M | |
| 3 | +$1.14M | |
| 4 |
Vanguard Energy ETF
VDE
|
+$536K |
| 5 |
Tesla
TSLA
|
+$222K |
Top Sells
| 1 | +$10.5M | |
| 2 | +$1.41M | |
| 3 | +$983K | |
| 4 |
Bank of New York Mellon
BK
|
+$315K |
| 5 |
Netflix
NFLX
|
+$240K |
Sector Composition
| 1 | Financials | 7.31% |
| 2 | Healthcare | 6.77% |
| 3 | Energy | 6.53% |
| 4 | Technology | 5.98% |
| 5 | Industrials | 4.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
MetLife
MET
$50.2B
| $313K | 0.19% |
3,964
+1
|
|
||
52
General Dynamics
GD
$96.4B
| $308K | 0.19% |
914
|
|
||
53
Lowe's Companies
LOW
$151B
| $290K | 0.17% |
1,201
-50
|
|
||
54
Verizon
VZ
$166B
| $287K | 0.17% |
7,046
+1,529
|
|
||
55
Automatic Data Processing
ADP
$101B
| $275K | 0.17% |
1,070
|
|
||
56
AbbVie
ABBV
$386B
| $257K | 0.15% |
1,125
-184
|
|
||
57
Philip Morris
PM
$278B
| $242K | 0.15% |
1,509
+100
|
|
||
58
Berkshire Hathaway Class B
BRK.B
$1.02T
| $230K | 0.14% |
457
-7
|
|
||
|
59
Tesla
TSLA
$1.43T
| $222K | 0.13% |
+494
|
|
||
60
Allstate
ALL
$51.6B
| $215K | 0.13% |
1,031
+70
|
|
||
|
61
Netflix
NFLX
$357B
| – | – |
-2,000
|
|