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
$148M
AUM Growth
+$4.54M
(+3.2%)
Holding
62
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.55M | |
| 3 | +$1.49M | |
| 4 |
Johnson & Johnson
JNJ
|
+$1.46M |
| 5 |
SLB Ltd
SLB
|
+$1.45M |
Top Sells
| 1 | +$2M | |
| 2 | +$1.81M | |
| 3 | +$1.75M | |
| 4 |
Honda
HMC
|
+$1.66M |
| 5 |
Pfizer
PFE
|
+$1.42M |
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 | |
|---|---|---|---|---|---|---|
51
Newmont
NEM
$144B
| $304K | 0.21% |
3,605
-700
|
|
||
52
AbbVie
ABBV
$386B
| $303K | 0.21% |
1,309
-80
|
|
||
53
Verizon
VZ
$166B
| $242K | 0.16% |
5,517
-820
|
|
||
54
Netflix
NFLX
$357B
| $240K | 0.16% |
2,000
-20
|
|
||
55
Berkshire Hathaway Class B
BRK.B
$1.02T
| $233K | 0.16% |
464
-2
|
|
||
56
Philip Morris
PM
$278B
| $229K | 0.15% |
1,409
-75
|
|
||
57
Allstate
ALL
$51.6B
| $206K | 0.14% |
961
-490
|
|
||
58
Dow Inc
DOW
$19.7B
| – | – |
-20,657
|
|
||
|
59
Honda
HMC
$38.2B
| – | – |
-57,695
|
|
||
60
Iridium Communications
IRDM
$2.22B
| – | – |
-43,609
|
|
||
61
Kenvue
KVUE
$33.2B
| – | – |
-83,569
|
|
||
62
Nutrien
NTR
$34.6B
| – | – |
-31,052
|
|