ATWA

Arbor Trust Wealth Advisors Portfolio holdings

AUM $204M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$5.8M
3
+$5.28M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$5.11M
5
ABT icon
Abbott
ABT
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.51%
2 Technology 10.55%
3 Financials 6.47%
4 Consumer Discretionary 5.05%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$240K 0.21%
+810
77
$236K 0.2%
+3,680
78
$232K 0.2%
+8,310
79
$229K 0.2%
+3,593
80
$228K 0.2%
+4,625
81
$210K 0.18%
+2,900
82
$209K 0.18%
+2,260
83
$206K 0.18%
+1,315
1 2 3
4