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
$76.6M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$8.63M
3 +$2.26M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.43M
5
PYPL icon
PayPal
PYPL
+$483K

Top Sells

1 +$744K
2 +$566K
3 +$446K
4
BAC icon
Bank of America
BAC
+$339K
5
MRK icon
Merck
MRK
+$251K

Sector Composition

1 Financials 10.64%
2 Healthcare 9.73%
3 Consumer Staples 4.88%
4 Consumer Discretionary 4.81%
5 Technology 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,429
77
-20,000