APWM
Anchor Pointe Wealth Management Portfolio holdings
AUM
$76.9M
This Quarter Return
+0.88%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$76.9M
AUM Growth
–
Cap. Flow
+$76.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.97%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$6.94M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
$4.79M |
| 3 |
Procter & Gamble
PG
|
$3.45M |
| 4 |
Apple
AAPL
|
$3.27M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.05M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.89% |
| 2 | Consumer Staples | 6.35% |
| 3 | Communication Services | 3.61% |
| 4 | Consumer Discretionary | 2.03% |
| 5 | Healthcare | 1.94% |
