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
$143M
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$1.5M
2 +$1.02M
3 +$887K
4
XOM icon
Exxon Mobil
XOM
+$635K
5
MO icon
Altria Group
MO
+$487K

Sector Composition

1 Healthcare 14.47%
2 Technology 10.49%
3 Consumer Staples 4.97%
4 Consumer Discretionary 4.59%
5 Financials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,350
102
-11,293
103
-9,157
104
-11,615
105
-1,900
106
-11,319
107
-4,763
108
-37,449