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
$152M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$650K
2 +$518K
3 +$429K
4
WMT icon
Walmart
WMT
+$311K
5
TSLA icon
Tesla
TSLA
+$248K

Sector Composition

1 Healthcare 13.92%
2 Technology 11.99%
3 Consumer Discretionary 5.49%
4 Consumer Staples 5.26%
5 Financials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,390
102
-22,723
103
-3,027
104
-10,500