ATWA
Arbor Trust Wealth Advisors Portfolio holdings
AUM
$204M
This Quarter Return
+0.02%
1 Year Return
+12.5%
3 Year Return
+53.33%
5 Year Return
+95.91%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+0.51%)
Cap. Flow
+$1.18M
Cap. Flow
% of AUM
0.74%
Top 10 Holdings %
Top 10 Hldgs %
38.55%
Holding
100
New
2
Increased
32
Reduced
38
Closed
1
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$360K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$336K |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$240K |
| 4 |
Thermo Fisher Scientific
TMO
|
$220K |
| 5 |
Schwab International Equity ETF
SCHF
|
$214K |
Top Sells
| 1 |
General Mills
GIS
|
$200K |
| 2 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$182K |
| 3 |
Apple
AAPL
|
$167K |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$161K |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$132K |
Sector Composition
| 1 | Healthcare | 12.29% |
| 2 | Technology | 11.01% |
| 3 | Consumer Discretionary | 5.73% |
| 4 | Financials | 5.5% |
| 5 | Communication Services | 4.75% |
