AWM

Allen Wealth Management Portfolio holdings

AUM $148M
1-Year Est. Return 7.56%
This Quarter Est. Return
1 Year Est. Return
+7.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$12.9M
3 +$9.6M
4
XOM icon
Exxon Mobil
XOM
+$5.83M
5
DOW icon
Dow Inc
DOW
+$3.76M

Top Sells

No sells this quarter

Sector Composition

1 Energy 10.17%
2 Technology 9.09%
3 Healthcare 8.62%
4 Industrials 8.51%
5 Financials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$228K 0.22%
+1,632
52
$201K 0.2%
+901