APWM
Anchor Pointe Wealth Management Portfolio holdings
AUM
$76.9M
1 Year Est. Return
–
AUM
$76.9M
AUM Growth
–
Holding
88
Top Buys
| 1 | +$6.94M | |
| 2 | +$4.79M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares National Muni Bond ETF
MUB
$40.2B
| $220K | 0.29% |
+2,060
|
|
||
77
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $216K | 0.28% |
+2,423
|
|
||
78
Truist Financial
TFC
$56.6B
| $215K | 0.28% |
+4,960
|
|
||
79
Vanguard Small-Cap ETF
VB
$67.3B
| $212K | 0.28% |
+883
|
|
||
80
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $210K | 0.27% |
+1,830
|
|
||
81
AbbVie
ABBV
$374B
| $210K | 0.27% |
+1,191
|
|
||
82
LyondellBasell Industries
LYB
$14.9B
| $209K | 0.27% |
+2,851
|
|
||
83
Exxon Mobil
XOM
$480B
| $208K | 0.27% |
+1,971
|
|
||
84
Altria Group
MO
$95.1B
| $206K | 0.27% |
+3,954
|
|
||
85
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.41B
| $202K | 0.26% |
+8,539
|
|
||
86
TotalEnergies
TTE
$133B
| $200K | 0.26% |
+3,680
|
|
||
87
Trane Technologies
TT
$99B
| $200K | 0.26% |
+540
|
|
||
88
Sabesp
SBS
$17B
| $144K | 0.19% |
+10,045
|
|