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
$157M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$696K
3
+$451K
4
APD icon
Air Products & Chemicals
APD
+$259K
5
CMCSA icon
Comcast
CMCSA
+$248K

Top Sells

1
+$1.98M
2
+$1.13M
3
+$369K
4
TSLA icon
Tesla
TSLA
+$327K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$317K

Sector Composition

1 Healthcare 13.55%
2 Technology 12.51%
3 Consumer Discretionary 5.32%
4 Consumer Staples 4.87%
5 Financials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,038
102
– –
-1,644
103
– –
-11,465
104
– –
-1,896
1 2 3 4
5