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APWM
Anchor Pointe Wealth Management Portfolio holdings
AUM
$76.9M
This Fund
S&P 500
This Quarter
Est. Return
+0.88%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$76.9M
AUM Growth
–
Cap. Flow
+$77.3M
Cap. Flow
% of AUM
100.56%
Top 10 Holdings %
Top 10 Hldgs %
41.97%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
+$6.73M |
| 2 |
Vanguard Mega Cap Value ETF
MGV
|
+$4.97M |
| 3 |
Procter & Gamble
PG
|
+$3.52M |
| 4 |
Apple
AAPL
|
+$3.05M |
| 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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares National Muni Bond ETF
MUB
$45.7B
| $220K | 0.29% |
+2,060
| New | +$221K |
|
77
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
| $216K | 0.28% |
+2,423
| New | +$221K |
|
78
Truist Financial
TFC
$64.7B
| $215K | 0.28% |
+4,960
| New | +$221K |
|
79
Vanguard Small-Cap ETF
VB
$79.7B
| $212K | 0.28% |
+883
| New | +$217K |
|
80
iShares Core S&P Small-Cap ETF
IJR
$109B
| $210K | 0.27% |
+1,830
| New | +$219K |
|
81
AbbVie
ABBV
$438B
| $210K | 0.27% |
+1,191
| New | +$219K |
|
82
LyondellBasell Industries
LYB
$18.8B
| $209K | 0.27% |
+2,851
| New | +$240K |
|
83
ExxonMobil
XOM
$599B
| $208K | 0.27% |
+1,971
| New | +$231K |
|
84
Altria Group
MO
$120B
| $206K | 0.27% |
+3,954
| New | +$211K |
|
85
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.86B
| $202K | 0.26% |
+8,539
| New | +$215K |
|
86
TotalEnergies
TTE
$181B
| $200K | 0.26% |
+3,680
| New | +$224K |
|
87
Trane Technologies
TT
$106B
| $200K | 0.26% |
+540
| New | +$214K |
|
88
Sabesp
SBS
$20.8B
| $144K | 0.19% |
+51,797
| New | +$158K |
|
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