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
$52.5M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$3.32M
2 +$957K
3 +$260K
4
T icon
AT&T
T
+$202K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$180K

Sector Composition

1 Healthcare 13.31%
2 Financials 10.48%
3 Technology 8.21%
4 Consumer Staples 7.89%
5 Consumer Discretionary 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-95
152
-1
153
-50
154
-953