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
$166M
AUM Growth
+$18.7M
(+13%)
Holding
61
Top Buys
| 1 | +$13M | |
| 2 | +$12.3M | |
| 3 | +$1.23M | |
| 4 |
Vanguard Energy ETF
VDE
|
+$535K |
| 5 |
Tesla
TSLA
|
+$219K |
Top Sells
| 1 | +$10.5M | |
| 2 | +$1.38M | |
| 3 | +$968K | |
| 4 |
BNY
Bank of New York Mellon
BNY
|
+$300K |
| 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
$52.1B
| $313K | 0.19% |
3,964
+1
|
|
||
52
General Dynamics
GD
$91.1B
| $308K | 0.19% |
914
|
|
||
53
Lowe's Companies
LOW
$116B
| $290K | 0.17% |
1,201
-50
|
|
||
54
Verizon
VZ
$187B
| $287K | 0.17% |
7,046
+1,529
|
|
||
55
Automatic Data Processing
ADP
$92.5B
| $275K | 0.17% |
1,070
|
|
||
56
AbbVie
ABBV
$397B
| $257K | 0.15% |
1,125
-184
|
|
||
57
Philip Morris
PM
$273B
| $242K | 0.15% |
1,509
+100
|
|
||
58
Berkshire Hathaway Class B
BRK.B
$1.03T
| $230K | 0.14% |
457
-7
|
|
||
|
59
Tesla
TSLA
$1.57T
| $222K | 0.13% |
+494
|
|
||
60
Allstate
ALL
$53.9B
| $215K | 0.13% |
1,031
+70
|
|
||
|
61
Netflix
NFLX
$343B
| – | – |
-2,000
|
|