AWA

AmeriServ Wealth Advisors Portfolio holdings

AUM $202M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$45.4M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$577K
3 +$235K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$127K
5
ASRV icon
AmeriServ Financial
ASRV
+$10.1K

Sector Composition

1 Financials 20.34%
2 Healthcare 11.49%
3 Technology 6.43%
4 Consumer Staples 5.02%
5 Utilities 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,324