ATWA
Arbor Trust Wealth Advisors Portfolio holdings
AUM
$204M
This Quarter Return
+6.17%
1 Year Return
+12.5%
3 Year Return
+53.33%
5 Year Return
+95.91%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+8.7%)
Cap. Flow
+$4.61M
Cap. Flow
% of AUM
3.08%
Top 10 Holdings %
Top 10 Hldgs %
40.16%
Holding
99
New
4
Increased
39
Reduced
34
Closed
4
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.43M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.24M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$972K |
| 4 |
Schwab International Equity ETF
SCHF
|
$811K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$752K |
Top Sells
Sector Composition
| 1 | Healthcare | 12.68% |
| 2 | Technology | 10.63% |
| 3 | Consumer Discretionary | 5.75% |
| 4 | Financials | 5.47% |
| 5 | Communication Services | 4.52% |
