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APW

Allied Private Wealth Portfolio holdings

AUM $156M
This Fund
S&P 500
This Quarter Est. Return
+12.93%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow %
98.51%
Top 10 Hldgs %
43.59%
Holding
906
New
903
Increased
–
Reduced
–
Closed
–

Top Buys

1
AAPL icon
Apple
AAPL
+$19.4M
2
MSFT icon
Microsoft
MSFT
+$9.76M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.16M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$6.94M
5
AMZN icon
Amazon
AMZN
+$4.78M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.82%
2 Financials 8.91%
3 Consumer Discretionary 4.27%
4 Communication Services 4.06%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLOK icon
201
Amplify Blockchain Technology ETF
BLOK
$1.15B
$73.6K 0.05%
+1,182
New +$73K
NEA icon
202
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.46B
$72.1K 0.05%
+6,185
New +$71.1K
GH icon
203
Guardant Health
GH
$21.2B
$71.8K 0.05%
+460
New +$50K
PEG icon
204
Public Service Enterprise Group
PEG
$40.1B
$71.1K 0.05%
+874
New +$69.8K
ACGL icon
205
Arch Capital
ACGL
$35.3B
$68.9K 0.04%
+675
New +$63.7K
SNOW icon
206
Snowflake
SNOW
$90.6B
$66.6K 0.04%
+255
New +$46.9K
RSPH icon
207
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$720M
$66.2K 0.04%
+1,952
New +$60.7K
BLK icon
208
Blackrock
BLK
$161B
$65.9K 0.04%
+66
New +$68.3K
RC
209
Ready Capital
RC
$273M
$65.5K 0.04%
+39,948
New +$70.2K
BSX icon
210
Boston Scientific
BSX
$66.5B
$65.1K 0.04%
+1,453
New +$78.9K
OKE icon
211
Oneok
OKE
$56.7B
$64.1K 0.04%
+702
New +$61.8K
PPLT
212
abrdn Physical Platinum Shares ETF
PPLT
$1.86B
$63.8K 0.04%
+4,430
New +$77K
COIN icon
213
Coinbase
COIN
$41.9B
$63.7K 0.04%
+400
New +$72.2K
DELL icon
214
Dell
DELL
$281B
$62.8K 0.04%
+145
New +$41.9K
VTI icon
215
Vanguard Total Stock Market ETF
VTI
$668B
$62.6K 0.04%
+170
New +$60.8K
PAVE icon
216
Global X US Infrastructure Development ETF
PAVE
$14.2B
$61.3K 0.04%
+1,093
New +$61.4K
SRAD icon
217
Sportradar
SRAD
$4.57B
$61.2K 0.04%
+3,789
New +$55.1K
MMU
218
Western Asset Managed Municipals Fund
MMU
$564M
$61K 0.04%
+5,912
New +$60.7K
YUMC icon
219
Yum China
YUMC
$14.8B
$60.9K 0.04%
+1,425
New +$65.2K
XLV icon
220
State Street Health Care Select Sector SPDR ETF
XLV
$41.3B
$60.3K 0.04%
+371
New +$55.2K
ARM icon
221
Arm
ARM
$345B
$60K 0.04%
+200
New +$53.2K
FSTA icon
222
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.4B
$60K 0.04%
+1,126
New +$59.8K
FPF
223
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.1B
$59.8K 0.04%
+3,327
New +$60.3K
GLDM icon
224
SPDR Gold MiniShares Trust
GLDM
$27.8B
$59.6K 0.04%
+739
New +$66K
MDLZ icon
225
Mondelez International
MDLZ
$75.5B
$59K 0.04%
+991
New +$59.7K
7 8
9
10 11

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