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
$173M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$548K
2 +$384K
3 +$231K
4
EXC icon
Exelon
EXC
+$225K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$223K

Top Sells

1 +$2.03M
2 +$336K
3 +$290K
4
INTC icon
Intel
INTC
+$271K
5
LEVL
Level One Bancorp, Inc. Common Stock
LEVL
+$264K

Sector Composition

1 Healthcare 13.2%
2 Technology 11.72%
3 Financials 5.42%
4 Consumer Discretionary 5.26%
5 Consumer Staples 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.12%
+1,065
102
-1,850
103
-780