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
$190M
AUM Growth
+$8.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$379K
2 +$369K
3 +$305K
4
SYY icon
Sysco
SYY
+$300K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$261K

Sector Composition

1 Healthcare 12.42%
2 Technology 12.4%
3 Financials 4.78%
4 Consumer Staples 4.72%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,578
102
-791
103
-3,547
104
-3,875