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
$132M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$603K
3 +$238K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$226K
5
ONB icon
Old National Bancorp
ONB
+$192K

Top Sells

1 +$1.3M
2 +$552K
3 +$368K
4
VFC icon
VF Corp
VFC
+$303K
5
AAPL icon
Apple
AAPL
+$282K

Sector Composition

1 Healthcare 13.88%
2 Technology 10.24%
3 Consumer Staples 4.89%
4 Consumer Discretionary 4.78%
5 Financials 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-14,938
102
-385
103
-6,860