AFWA

Ancora Family Wealth Advisors Portfolio holdings

AUM $293M
1-Year Est. Return 15.46%
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.01M
3
+$827K
4
CERN
Cerner Corp
CERN
+$702K
5
WELL icon
Welltower
WELL
+$649K

Top Sells

1
+$9.52M
2
+$857K
3
+$851K
4
NOV icon
NOV
NOV
+$811K
5
RWM icon
ProShares Short Russell2000
RWM
+$715K

Sector Composition

1 Industrials 11.69%
2 Energy 11.69%
3 Consumer Staples 10.34%
4 Financials 10.19%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$176K 0.08%
13,793
+246
177
$162K 0.07%
11,110
178
$124K 0.05%
15,864
179
$117K 0.05%
11,200
180
$90K 0.04%
11,450
-7,947
181
$88K 0.04%
13,019
-3,275
182
$79K 0.03%
15,500
-25,150
183
$27K 0.01%
1,040
184
– –
-22,596
185
– –
-10,670
186
– –
-3,724
187
– –
-6,465
188
– –
-24,750
189
– –
-1,774
190
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-2,476
191
– –
-14,992
192
– –
-2,360
193
– –
-3,013
194
– –
-5,261
195
– –
-11,000
196
– –
-27,492
197
– –
-21,732
198
– –
-6,575
199
– –
-13,800
200
– –
-6,208
5 6 7
8
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