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AWM
Allen Wealth Management Portfolio holdings
AUM
$200M
1-Year Est. Return
20.08%
This Fund
S&P 500
1 Year Est. Return
+20.08%
AUM
$200M
AUM Growth
+$33.6M
(+20%)
Holding
63
Top Buys
| 1 | +$14.8M | |
| 2 | +$2.28M | |
| 3 | +$1.97M | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$1.71M |
| 5 |
Vanguard Energy ETF
VDE
|
+$1.28M |
Top Sells
| 1 | +$1.74M | |
| 2 | +$597K | |
| 3 | +$473K | |
| 4 |
Automatic Data Processing
ADP
|
+$275K |
| 5 |
Lockheed Martin
LMT
|
+$253K |
Sector Composition
| 1 | Energy | 7.23% |
| 2 | Financials | 5.45% |
| 3 | Technology | 5.29% |
| 4 | Healthcare | 5.17% |
| 5 | Industrials | 4.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Verizon
VZ
$197B
| $354K | 0.18% |
7,046
|
|
||
52
McDonald's
MCD
$203B
| $325K | 0.16% |
1,047
|
|
||
53
General Dynamics
GD
$97.2B
| $314K | 0.16% |
914
|
|
||
54
Invesco QQQ Trust
QQQ
$492B
| $275K | 0.14% |
+476
|
|
||
55
MetLife
MET
$56.4B
| $266K | 0.13% |
3,766
-198
|
|
||
56
Lowe's Companies
LOW
$123B
| $252K | 0.13% |
1,068
-133
|
|
||
57
Philip Morris
PM
$283B
| $249K | 0.12% |
1,509
|
|
||
58
AbbVie
ABBV
$392B
| $245K | 0.12% |
1,125
|
|
||
59
Berkshire Hathaway Class B
BRK.B
$1.07T
| $219K | 0.11% |
457
|
|
||
|
60
Automatic Data Processing
ADP
$89.2B
| – | – |
-1,070
|
|
||
61
Allstate
ALL
$57.1B
| – | – |
-1,031
|
|
||
|
NVO
62
Novo Nordisk
NVO
$195B
| – | – |
-34,151
|
|
||
63
Tesla
TSLA
$1.54T
| – | – |
-494
|
|